Filed December 15, 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 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 35-0145825 | Recordkeeping | $27,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,535 | $60,323+83.2% | $81,812+35.1% | $74,495+48.4% |
| Participation rate | 83.1% | 62.9%+20.3pp | 72.3%+10.8pp | 67.2%+15.9pp |
| Annual return | 14.46% | 16.90%-2.4pp | 773.79%-759.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,874 | $2,620+86.0% | $2,912+67.4% | $2,623+85.8% |
| Participant deferral / active EE | $12,423 | $3,387+266.7% | $4,319+187.7% | $4,346+185.9% |
| Admin fee / account holder | $24 | $1,486-98.4% | $7,386-99.7% | $1,942-98.8% |