Filed July 14, 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 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 64 · EIN 04-2647786 | Recordkeeping Fees | $4,954 |
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 | $55,188 | $70,002-21.2% | $115,037-52.0% | $52,331+5.5% |
| Participation rate | 91.2% | 72.1%+19.0pp | 81.4%+9.8pp | 68.1%+23.0pp |
| Annual return | 5.52% | 4.04%+1.5pp | 26.14%-20.6pp | 4.54%+1.0pp |
| Employer contribution / active EE | $4,759 | $2,715+75.3% | $4,608+3.3% | $1,882+152.9% |
| Participant deferral / active EE | $4,453 | $4,920-9.5% | $6,026-26.1% | $3,022+47.3% |
| Admin fee / account holder | $23 | $566-95.9% | $8,175-99.7% | $592-96.1% |