Filed June 20, 2019
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 9-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 | $29,994 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,887 |
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 | $49,085 | $63,442-22.6% | $68,791-28.6% | $66,914-26.6% |
| Participation rate | 85.3% | 60.0%+25.3pp | 69.0%+16.3pp | 69.8%+15.5pp |
| Annual return | -15.77% | -8.29%-7.5pp | -6.38%-9.4pp | 1.58%-17.3pp |
| Employer contribution / active EE | $8,983 | $1,775+406.1% | $2,655+238.3% | $2,544+253.1% |
| Participant deferral / active EE | $3,900 | $2,945+32.4% | $3,941-1.0% | $4,237-8.0% |
| Admin fee / account holder | $337 | $577-41.6% | $4,932-93.2% | $593-43.1% |