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 | $38,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,139 | $47,126-4.2% | $149,673-69.8% | $74,419-39.3% |
| Participation rate | 90.9% | 63.4%+27.5pp | 78.8%+12.1pp | 70.7%+20.1pp |
| Annual return | 20.40% | 22.75%-2.4pp | 134.42%-114.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,412 | $1,905+26.6% | $4,818-49.9% | $2,637-8.5% |
| Participant deferral / active EE | $3,165 | $2,728+16.0% | $5,680-44.3% | $4,528-30.1% |
| Admin fee / account holder | $17 | $343-95.0% | $13,210-99.9% | $348-95.1% |