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 | $16,230 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,909 | $122,239-64.1% | $184,203-76.2% | $74,495-41.1% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 12.45% | 19.95%-7.5pp | 28.81%-16.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,287 | $4,537-27.5% | $6,427-48.9% | $2,623+25.3% |
| Participant deferral / active EE | $4,579 | $7,139-35.9% | $9,131-49.9% | $4,346+5.4% |
| Admin fee / account holder | $138 | $1,260-89.0% | $13,901-99.0% | $1,942-92.9% |