Filed December 16, 2019
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 27 · EIN 47-1411118 | Advisory (Plan) | $46,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,623 | $56,638+1.7% | $169,368-66.0% | $74,419-22.6% |
| Participation rate | 69.3% | 67.5%+1.8pp | 77.1%-7.8pp | 70.7%-1.4pp |
| Annual return | 17.74% | 24.75%-7.0pp | 405.60%-387.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,333 | $2,027+15.1% | $4,013-41.9% | $2,637-11.5% |
| Participant deferral / active EE | $5,215 | $4,223+23.5% | $6,221-16.2% | $4,528+15.2% |
| Admin fee / account holder | $51 | $307-83.4% | $9,003-99.4% | $348-85.4% |