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 | $18,950 |
EWART ASSOCIATES, LLC1 year Filed as: EWART & ASSOCIATES, LLC Service code 10 · EIN 27-3711956 | Accounting | $9,000 |
Filed as: IRON FINANCIAL, LLC Service code 16 · EIN 26-2409194 | Consulting | $5,484 |
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 | $83,324 | $136,307-38.9% | $177,821-53.1% | $73,488+13.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.51% | 18.68%-5.2pp | 48.32%-34.8pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,435 | $3,712-34.4% | $5,918-58.9% | $2,270+7.3% |
| Participant deferral / active EE | $4,577 | $5,829-21.5% | $7,714-40.7% | $3,740+22.4% |
| Admin fee / account holder | $253 | $596-57.5% | $12,427-98.0% | $513-50.6% |