Filed April 20, 2022
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 8-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 | $13,045 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,683 | $37,196-63.2% | $154,107-91.1% | $55,725-75.4% |
| Participation rate | 99.1% | 64.1%+35.0pp | 83.0%+16.1pp | 70.9%+28.3pp |
| Annual return | -8.13% | 1319.68%-1327.8pp | 735.12%-743.3pp | 244.93%-253.1pp |
| Employer contribution / active EE | $2,000 | $1,614+23.9% | $5,298-62.2% | $2,078-3.8% |
| Participant deferral / active EE | $4,135 | $2,068+99.9% | $5,081-18.6% | $3,356+23.2% |
| Admin fee / account holder | $34 | $102-66.1% | $13,411-99.7% | $115-70.1% |