Filed November 17, 2017
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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,678 | $47,456-67.0% | $172,739-90.9% | $77,787-79.8% |
| Participation rate | 99.7% | 66.3%+33.4pp | 82.6%+17.0pp | 73.2%+26.5pp |
| Annual return | 16.89% | 35.57%-18.7pp | 802.84%-785.9pp | 32.57%-15.7pp |
| Employer contribution / active EE | $399 | $1,574-74.7% | $5,143-92.2% | $2,504-84.1% |
| Participant deferral / active EE | $1,051 | $2,560-58.9% | $5,198-79.8% | $3,967-73.5% |
| Admin fee / account holder | $84 | $81+3.6% | $13,954-99.4% | $100-16.3% |