Filed January 21, 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 8-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 01-0233346 | Recordkeeping | $12,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,408 | $62,688-40.3% | $178,014-79.0% | $77,671-51.8% |
| Participation rate | 77.7% | 66.9%+10.8pp | 77.1%+0.6pp | 70.6%+7.1pp |
| Annual return | 16.13% | 16.16%0pp | 294.80%-278.7pp | 31.21%-15.1pp |
| Employer contribution / active EE | $1,438 | $1,912-24.8% | $3,950-63.6% | $2,726-47.3% |
| Participant deferral / active EE | $2,759 | $4,224-34.7% | $6,276-56.0% | $4,648-40.6% |
| Admin fee / account holder | $67 | $386-82.6% | $10,362-99.4% | $430-84.4% |