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 | $44,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,947 | $81,908-17.0% | $90,749-25.1% | $64,808+4.8% |
| Participation rate | 78.4% | 80.5%-2.1pp | 75.7%+2.7pp | 71.5%+6.9pp |
| Annual return | -10.74% | -12.53%+1.8pp | -12.16%+1.4pp | 32.82%-43.6pp |
| Employer contribution / active EE | $6,125 | $3,065+99.8% | $2,921+109.7% | $2,506+144.4% |
| Participant deferral / active EE | $2,498 | $4,840-48.4% | $4,564-45.3% | $4,310-42.0% |
| Admin fee / account holder | $52 | $157-67.1% | $8,445-99.4% | $188-72.5% |