Filed July 20, 2017
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 9-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 | $5,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,203 | $52,293+41.9% | $178,490-58.4% | $73,409+1.1% |
| Participation rate | 42.1% | 65.3%-23.3pp | 81.9%-39.8pp | 72.2%-30.1pp |
| Annual return | 11.19% | 34.75%-23.6pp | 151.07%-139.9pp | 59.29%-48.1pp |
| Employer contribution / active EE | $528 | $1,735-69.6% | $5,011-89.5% | $2,234-76.4% |
| Participant deferral / active EE | $2,085 | $2,332-10.6% | $5,202-59.9% | $3,805-45.2% |
| Admin fee / account holder | $9 | $127-92.7% | $13,984-99.9% | $158-94.1% |