Filed November 5, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $111,185 |
Service code 99 · EIN 47-1411118 | Other Fees | $27,733 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,933 | $50,815-41.1% | $155,509-80.8% | $77,643-61.4% |
| Participation rate | 84.8% | 63.1%+21.7pp | 78.2%+6.6pp | 70.6%+14.2pp |
| Annual return | 13.31% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $717 | $1,993-64.0% | $4,672-84.7% | $2,726-73.7% |
| Participant deferral / active EE | $2,506 | $2,822-11.2% | $5,626-55.5% | $4,647-46.1% |
| Admin fee / account holder | $117 | $437-73.2% | $15,912-99.3% | $430-72.8% |