Filed May 24, 2022 (most recent of 2 filings on file)
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 | $1,308 |
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 | $71,602 | $66,764+7.2% | $88,497-19.1% | $62,891+13.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 5.80% | 10.37%-4.6pp | 7.63%-1.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,063 | $3,077+64.6% | $4,036+25.4% | $2,281+122.0% |
| Participant deferral / active EE | $2,481 | $3,976-37.6% | $4,899-49.4% | $3,203-22.6% |
| Admin fee / account holder | $6 | $4,668-99.9% | $6,220-99.9% | $4,296-99.9% |