Filed February 24, 2016 (most recent of 4 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 28 · EIN 20-8874282 | Investment Management | $27,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,363 | $47,722+57.9% | $82,719-8.9% | $64,808+16.3% |
| Participation rate | 98.5% | 67.6%+30.8pp | 72.6%+25.9pp | 71.5%+27.0pp |
| Annual return | -11.56% | -13.05%+1.5pp | 701.18%-712.7pp | 32.82%-44.4pp |
| Employer contribution / active EE | $5,198 | $2,179+138.6% | $3,009+72.8% | $2,506+107.4% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $28 | $143-80.1% | $5,329-99.5% | $188-84.8% |