Filed July 11, 2019 (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 01-0233346 | Recordkeeping | $2,275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,826 | $59,159+36.6% | $159,960-49.5% | $66,914+20.8% |
| Participation rate | 98.0% | 68.1%+29.9pp | 78.0%+20.1pp | 69.8%+28.2pp |
| Annual return | -17.25% | -12.26%-5.0pp | 408.60%-425.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,674 | $1,983+34.8% | $4,226-36.7% | $2,544+5.1% |
| Participant deferral / active EE | $4,889 | $4,395+11.3% | $6,182-20.9% | $4,237+15.4% |
| Admin fee / account holder | $480 | $591-18.8% | $8,698-94.5% | $593-19.1% |