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) | $54,347 |
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 | $69,294 | $62,624+10.7% | $177,989-61.1% | $77,643-10.8% |
| Participation rate | 64.2% | 66.8%-2.7pp | 77.1%-12.9pp | 70.6%-6.4pp |
| Annual return | 13.09% | 16.16%-3.1pp | 294.48%-281.4pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,339 | $1,909+22.5% | $3,949-40.8% | $2,726-14.2% |
| Participant deferral / active EE | $5,181 | $4,219+22.8% | $6,276-17.4% | $4,647+11.5% |
| Admin fee / account holder | $142 | $386-63.1% | $10,363-98.6% | $430-66.9% |