Filed October 4, 2021 (most recent of 2 filings on file)
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 15 · EIN 35-0145825 | Recordkeeping | $48,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,137 | $56,485-4.2% | $185,823-70.9% | $86,799-37.6% |
| Participation rate | 89.5% | 65.5%+24.0pp | 81.7%+7.8pp | 72.3%+17.2pp |
| Annual return | 16.69% | 118.04%-101.3pp | 122.05%-105.4pp | 97.91%-81.2pp |
| Employer contribution / active EE | $1,373 | $1,843-25.5% | $5,167-73.4% | $2,405-42.9% |
| Participant deferral / active EE | $3,110 | $2,553+21.8% | $5,568-44.1% | $4,131-24.7% |
| Admin fee / account holder | $33 | $150-77.9% | $16,237-99.8% | $170-80.5% |