Filed April 2, 2019
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 13-3689044 | Recordkeeping | $16,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,980 | $104,475-32.1% | $159,436-55.5% | $79,386-10.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.99% | 67.95%-52.0pp | 263.57%-247.6pp | 116.85%-100.9pp |
| Employer contribution / active EE | $2,831 | $3,417-17.1% | $4,829-41.4% | $2,427+16.6% |
| Participant deferral / active EE | $8,452 | $6,467+30.7% | $7,352+15.0% | $4,046+108.9% |
| Admin fee / account holder | $136 | $711-80.8% | $10,799-98.7% | $626-78.2% |