Filed October 24, 2024 (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 04-2647786 | Recordkeeping | $4,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,356 | $65,557+179.7% | $64,056+186.2% | $71,457+156.6% |
| Participation rate | 96.8% | 73.2%+23.6pp | 72.3%+24.5pp | 67.9%+28.9pp |
| Annual return | 15.78% | 18.94%-3.2pp | 33.69%-17.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $7,825 | $2,669+193.2% | $2,747+184.9% | $2,588+202.4% |
| Participant deferral / active EE | $5,844 | $3,626+61.2% | $3,880+50.6% | $4,289+36.3% |
| Admin fee / account holder | $21 | $616-96.6% | $3,068-99.3% | $1,587-98.7% |