Filed January 22, 2018
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 |
|---|---|---|
CAPIN CROUSE LLP1+ years Filed as: CAPIN CROUSE, LLP Service code 10 · EIN 36-3990892 | Accounting | $9,761 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $529 |
Annual investment return 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 | $14,674 | $39,859-63.2% | $78,689-81.4% | $57,658-74.6% |
| Participation rate | 95.3% | 66.1%+29.2pp | 73.6%+21.8pp | 70.2%+25.1pp |
| Annual return | 2.39% | 18.96%-16.6pp | 62.18%-59.8pp | 5.13%-2.7pp |
| Employer contribution / active EE | $1,522 | $1,786-14.7% | $2,851-46.6% | $1,974-22.9% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $31 | $76-58.7% | $4,510-99.3% | $95-66.7% |