Filed July 21, 2022
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 |
|---|---|---|
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 15 · EIN 35-0921680 | Recordkeeping | $13,600 |
REDPATH AND COMPANY1+ years Filed as: REDPATH AND COMPANY, LTD. Service code 10 · EIN 41-0975573 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,350 | $80,177-34.7% | $123,892-57.7% | $57,658-9.2% |
| Participation rate | 98.8% | 74.4%+24.3pp | 81.4%+17.4pp | 70.2%+28.5pp |
| Annual return | 12.03% | 17.90%-5.9pp | 47.52%-35.5pp | 5.13%+6.9pp |
| Employer contribution / active EE | $2,486 | $2,913-14.6% | $4,617-46.1% | $1,974+26.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $41 | $106-61.3% | $8,357-99.5% | $95-56.5% |