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 | $17,247 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $250 |
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 | $20,474 | $62,928-67.5% | $172,739-88.1% | $67,579-69.7% |
| Participation rate | 99.0% | 64.5%+34.5pp | 82.6%+16.3pp | 71.3%+27.7pp |
| Annual return | 31.22% | 30.36%+0.9pp | 802.84%-771.6pp | 378.56%-347.3pp |
| Employer contribution / active EE | $2,028 | $1,636+24.0% | $5,143-60.6% | $2,148-5.6% |
| Participant deferral / active EE | $4,564 | $2,145+112.8% | $5,198-12.2% | $3,539+29.0% |
| Admin fee / account holder | $39 | $167-76.5% | $13,954-99.7% | $142-72.5% |