Filed June 20, 2022
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 7-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 26 · EIN 32-0781448 | Advisory (Participants) | $8,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,906 | $100,923-56.5% | $150,045-70.7% | $74,304-40.9% |
| Participation rate | 94.4% | 70.1%+24.3pp | 82.3%+12.1pp | 60.3%+34.1pp |
| Annual return | 23.66% | 51.77%-28.1pp | 62.55%-38.9pp | 29.43%-5.8pp |
| Employer contribution / active EE | $3,219 | $3,463-7.1% | $4,693-31.4% | $2,241+43.6% |
| Participant deferral / active EE | $7,963 | $6,709+18.7% | $7,997-0.4% | $3,767+111.4% |
| Admin fee / account holder | $58 | $2,767-97.9% | $13,435-99.6% | $2,969-98.1% |