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 | $15,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,178 | $84,487-39.4% | $125,339-59.2% | $66,914-23.5% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -11.39% | -8.39%-3.0pp | 572.05%-583.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,926 | $3,553-17.7% | $4,814-39.2% | $2,544+15.0% |
| Participant deferral / active EE | $8,534 | $6,781+25.8% | $7,446+14.6% | $4,237+101.4% |
| Admin fee / account holder | $102 | $685-85.1% | $10,010-99.0% | $593-82.8% |