Filed April 28, 2022 (most recent of 2 filings on file)
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 38 · EIN 35-0145825 | Participant Communication | $101,112 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,658 |
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 | $32,622 | $56,095-41.8% | $178,490-81.7% | $90,288-63.9% |
| Participation rate | 91.3% | 65.6%+25.8pp | 81.9%+9.4pp | 73.4%+18.0pp |
| Annual return | 20.66% | 28.81%-8.2pp | 151.07%-130.4pp | 53.97%-33.3pp |
| Employer contribution / active EE | $1,458 | $1,572-7.3% | $5,011-70.9% | $2,524-42.2% |
| Participant deferral / active EE | $3,227 | $2,669+20.9% | $5,202-38.0% | $4,232-23.8% |
| Admin fee / account holder | $9 | $101-91.1% | $13,984-99.9% | $114-92.2% |