Filed November 25, 2020
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 39-0230590 | Recordkeeping | $26,679 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,029 | $130,194-57.7% | $169,993-67.6% | $71,457-23.0% |
| Participation rate | 91.4% | 86.1%+5.2pp | 87.0%+4.4pp | 67.9%+23.5pp |
| Annual return | 15.42% | 20.37%-4.9pp | 53.37%-38.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,955 | $4,381-55.4% | $6,785-71.2% | $2,588-24.5% |
| Participant deferral / active EE | $2,522 | $6,923-63.6% | $10,408-75.8% | $4,289-41.2% |
| Admin fee / account holder | $222 | $966-77.0% | $12,815-98.3% | $1,587-86.0% |