Filed May 11, 2023
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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.4+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $20,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,571 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,646 | $75,388+37.5% | $123,544-16.1% | $55,725+86.0% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.3%+15.7pp | 70.9%+27.1pp |
| Annual return | -2.48% | 4.48%-7.0pp | 119.20%-121.7pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,777 | $3,063-9.3% | $4,628-40.0% | $2,078+33.6% |
| Participant deferral / active EE | $9,444 | $5,651+67.1% | $6,426+47.0% | $3,356+181.4% |
| Admin fee / account holder | -$50 | $120-142.1% | $9,284-100.5% | $115-143.8% |