Filed December 30, 2021
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 37-1707957 | Advisory (Plan) | $54,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,460 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,579 | $121,341+33.2% | $189,513-14.7% | $79,386+103.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 16.25% | 21.08%-4.8pp | 555.15%-538.9pp | 116.85%-100.6pp |
| Employer contribution / active EE | $2,542 | $3,915-35.1% | $6,162-58.8% | $2,427+4.7% |
| Participant deferral / active EE | $7,322 | $6,395+14.5% | $8,221-10.9% | $4,046+81.0% |
| Admin fee / account holder | $663 | $651+1.8% | $12,045-94.5% | $626+5.9% |