Filed March 16, 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 13 · EIN 42-0127290 | Contract Administrator | $4,754 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,001 | $57,976-12.0% | $62,995-19.0% | $62,292-18.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.85% | 17.54%-5.7pp | 87.57%-75.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $2,450 | $2,415+1.5% | $2,759-11.2% | $2,042+20.0% |
| Participant deferral / active EE | $3,856 | $2,956+30.5% | $3,329+15.8% | $3,169+21.7% |
| Admin fee / account holder | $18 | $276-93.5% | $3,600-99.5% | $479-96.3% |