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 | $55,226 |
KRILOGY FINANCIAL LLC1 year Filed as: KRILOGY FINANCIAL Service code 16 · EIN 26-3835498 | Consulting | $26,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,770 | $50,815-0.1% | $155,509-67.4% | $77,643-34.6% |
| Participation rate | 95.5% | 63.1%+32.4pp | 78.2%+17.3pp | 70.6%+24.9pp |
| Annual return | 16.25% | 34.80%-18.6pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,801 | $1,993+40.5% | $4,672-40.1% | $2,726+2.7% |
| Participant deferral / active EE | $3,476 | $2,822+23.2% | $5,626-38.2% | $4,647-25.2% |
| Admin fee / account holder | $26 | $437-94.0% | $15,912-99.8% | $430-94.0% |