Filed January 15, 2025 (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 16-1450952 | Recordkeeping | $41,446 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,994 | $93,131-16.3% | $106,548-26.8% | $86,799-10.1% |
| Participation rate | 79.7% | 81.4%-1.7pp | 76.1%+3.6pp | 72.3%+7.4pp |
| Annual return | 9.49% | 19.45%-10.0pp | 26.80%-17.3pp | 97.91%-88.4pp |
| Employer contribution / active EE | $5,585 | $2,895+92.9% | $2,819+98.1% | $2,405+132.2% |
| Participant deferral / active EE | $2,382 | $4,708-49.4% | $4,398-45.8% | $4,131-42.3% |
| Admin fee / account holder | $48 | $145-67.1% | $7,407-99.4% | $170-71.8% |