Filed December 17, 2021 (most recent of 3 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 49 · EIN 52-2114207 | Other Services | $15,467 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,190 |
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 | $62,267 | $39,898+56.1% | $121,196-48.6% | $55,725+11.7% |
| Participation rate | 71.0% | 61.2%+9.8pp | 71.7%-0.7pp | 70.9%+0.2pp |
| Annual return | -5.02% | -0.96%-4.1pp | 16.93%-22.0pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,618 | $1,295+24.9% | $4,022-59.8% | $2,078-22.2% |
| Participant deferral / active EE | $2,698 | $2,439+10.6% | $3,344-19.3% | $3,356-19.6% |
| Admin fee / account holder | $16 | $95-83.7% | $5,019-99.7% | $115-86.5% |