Filed April 11, 2024
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 01-0233346 | Recordkeeping | $56,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,017 | $65,061-70.8% | $143,757-86.8% | $66,914-71.6% |
| Participation rate | 99.1% | 65.2%+33.9pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -17.92% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,675 | $2,361+55.7% | $4,951-25.8% | $2,544+44.4% |
| Participant deferral / active EE | $2,955 | $2,919+1.2% | $5,637-47.6% | $4,237-30.3% |
| Admin fee / account holder | $186 | $502-62.9% | $14,673-98.7% | $593-68.6% |