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 | $43,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,121 | $46,292-4.7% | $143,757-69.3% | $64,808-31.9% |
| Participation rate | 92.2% | 64.2%+28.0pp | 80.3%+11.9pp | 71.5%+20.8pp |
| Annual return | -16.84% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,303 | $1,910+20.6% | $4,951-53.5% | $2,506-8.1% |
| Participant deferral / active EE | $3,178 | $2,646+20.1% | $5,637-43.6% | $4,310-26.3% |
| Admin fee / account holder | $22 | $154-85.7% | $14,673-99.8% | $188-88.3% |