Filed May 27, 2022
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 13-3689044 | Recordkeeping | $9,124 |
EWART ASSOCIATES, LLC2 years Service code 10 · EIN 27-3711956 | Accounting | $4,300 |
Filed as: IRON FINANCIAL Service code 27 · EIN 26-2409128 | Advisory (Plan) | $965 |
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 | $75,118 | $79,523-5.5% | $140,016-46.4% | $56,287+33.5% |
| Participation rate | 98.1% | 85.7%+12.4pp | 87.5%+10.6pp | 69.9%+28.2pp |
| Annual return | -4.91% | 2.39%-7.3pp | 651.12%-656.0pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,052 | $3,350-8.9% | $5,606-45.6% | $2,111+44.6% |
| Participant deferral / active EE | $4,036 | $5,129-21.3% | $6,927-41.7% | $3,350+20.5% |
| Admin fee / account holder | $117 | $614-81.0% | $10,705-98.9% | $521-77.6% |