Filed June 14, 2022 (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 | $27,782 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,655 | $46,360-23.1% | $147,614-75.8% | $52,331-31.9% |
| Participation rate | 76.1% | 64.9%+11.1pp | 84.6%-8.5pp | 68.1%+8.0pp |
| Annual return | -0.43% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,491 | $2,258+10.3% | $4,895-49.1% | $3,022-17.6% |
| Admin fee / account holder | $4 | $766-99.4% | $11,611-100.0% | $592-99.3% |