Filed February 5, 2020
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 26-4310632 | Advisory (Plan) | $18,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,181 |
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 | $61,779 | $80,177-22.9% | $123,892-50.1% | $57,658+7.1% |
| Participation rate | 97.6% | 74.4%+23.2pp | 81.4%+16.2pp | 70.2%+27.4pp |
| Annual return | 8.45% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $844 | $2,913-71.0% | $4,617-81.7% | $1,974-57.2% |
| Participant deferral / active EE | $4,842 | $5,130-5.6% | $5,984-19.1% | $3,061+58.2% |
| Admin fee / account holder | $189 | $106+77.4% | $8,357-97.7% | $95+99.5% |