Filed November 18, 2019
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 01-0233346 | Recordkeeping | $3,730 |
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 | $52,280 | $61,125-14.5% | $108,579-51.9% | $63,975-18.3% |
| Participation rate | 96.3% | 80.5%+15.7pp | 79.6%+16.7pp | 71.1%+25.1pp |
| Annual return | 22.65% | 14.06%+8.6pp | -51.70%+74.3pp | 48.65%-26.0pp |
| Employer contribution / active EE | $1,444 | $2,237-35.4% | $3,758-61.6% | $2,182-33.8% |
| Participant deferral / active EE | $5,276 | $3,574+47.6% | $4,311+22.4% | $3,356+57.2% |
| Admin fee / account holder | $180 | $72+150.6% | $7,645-97.6% | $70+156.0% |