Filed February 5, 2018
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 4-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 06-1050034 | Contract Administrator | $571 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,833 | $56,485-93.2% | $185,823-97.9% | $86,799-95.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 0.00% | 118.04%-118.0pp | 122.05%-122.1pp | 97.91%-97.9pp |
| Employer contribution / active EE | $21 | $1,843-98.8% | $5,167-99.6% | $2,405-99.1% |
| Participant deferral / active EE | $2,307 | $2,553-9.6% | $5,568-58.6% | $4,131-44.1% |
| Admin fee / account holder | $2 | $150-99.0% | $16,237-100.0% | $170-99.1% |