Filed October 17, 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 64 · EIN 71-0294708 | Recordkeeping Fees | $69,849 |
Service code 16 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Consulting | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,317 | $65,241-12.1% | $126,539-54.7% | $85,563-33.0% |
| Participation rate | 100.0% | 48.6%+51.4pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 15.62% | 42.19%-26.6pp | 425.95%-410.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,305 | $1,937-32.7% | $3,674-64.5% | $2,654-50.8% |
| Participant deferral / active EE | $3,066 | $3,032+1.1% | $4,083-24.9% | $4,375-29.9% |
| Admin fee / account holder | $86 | $1,031-91.7% | $6,065-98.6% | $834-89.7% |