Filed November 12, 2020
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 26 · EIN 71-0294708 | Advisory (Participants) | $3 |
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,780 | $71,192-25.9% | $117,854-55.2% | $62,292-15.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.23% | 18.66%-3.4pp | 335.08%-319.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,565 | $1,934+84.3% | $3,786-5.8% | $2,042+74.6% |
| Participant deferral / active EE | $1,198 | $3,189-62.4% | $4,482-73.3% | $3,169-62.2% |
| Admin fee / account holder | $9 | $587-98.4% | $8,020-99.9% | $479-98.0% |