Filed July 12, 2021 (most recent of 3 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 35-0145825 | Recordkeeping | $129,800 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $21,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,764 | $88,515+91.8% | $162,163+4.7% | $67,579+151.2% |
| Participation rate | 92.8% | 86.8%+6.0pp | 87.6%+5.3pp | 71.3%+21.6pp |
| Annual return | 23.00% | 27.04%-4.0pp | 115.59%-92.6pp | 378.56%-355.6pp |
| Employer contribution / active EE | $7,836 | $3,563+119.9% | $5,614+39.6% | $2,148+264.8% |
| Participant deferral / active EE | $8,859 | $5,724+54.8% | $7,298+21.4% | $3,539+150.3% |
| Admin fee / account holder | $97 | $124-21.8% | $10,843-99.1% | $142-32.1% |