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 | $13,021 |
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 | $6,399 | $46,292-86.2% | $143,757-95.5% | $64,808-90.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.83% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $33 | $1,910-98.3% | $4,951-99.3% | $2,506-98.7% |
| Participant deferral / active EE | $4,746 | $2,646+79.4% | $5,637-15.8% | $4,310+10.1% |
| Admin fee / account holder | $30 | $154-80.4% | $14,673-99.8% | $188-84.0% |