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 | $66,444-13.7% | $120,225-52.3% | $79,634-28.0% |
| Participation rate | 100.0% | 42.8%+57.2pp | 69.6%+30.4pp | 62.5%+37.5pp |
| Annual return | 15.62% | 53.37%-37.7pp | 439.23%-423.6pp | 36.46%-20.8pp |
| Employer contribution / active EE | $1,305 | $1,860-29.9% | $3,475-62.5% | $2,529-48.4% |
| Participant deferral / active EE | $3,066 | $2,798+9.6% | $3,999-23.3% | $3,835-20.1% |
| Admin fee / account holder | $86 | $1,295-93.4% | $5,696-98.5% | $1,002-91.4% |