Filed October 25, 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 6-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 48-1205033 | Recordkeeping | $29,294 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,757 | $101,317-84.4% | $146,958-89.3% | $74,495-78.8% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.2%+6.3pp | 67.2%+21.2pp |
| Annual return | 21.06% | 8730.91%-8709.8pp | 418.34%-397.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $2,481 | $3,810-34.9% | $4,933-49.7% | $2,623-5.4% |
| Participant deferral / active EE | $4,973 | $7,303-31.9% | $8,070-38.4% | $4,346+14.4% |
| Admin fee / account holder | $99 | $1,739-94.3% | $12,998-99.2% | $1,942-94.9% |