Filed December 27, 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 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 | $92,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,002 | $99,078+17.1% | $96,544+20.2% | $74,419+55.9% |
| Participation rate | 97.9% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.2pp |
| Annual return | 36.12% | 22.48%+13.6pp | 25.84%+10.3pp | 34.38%+1.7pp |
| Employer contribution / active EE | $2,127 | $2,570-17.2% | $2,965-28.3% | $2,637-19.3% |
| Participant deferral / active EE | $6,769 | $4,933+37.2% | $4,851+39.5% | $4,528+49.5% |
| Admin fee / account holder | $127 | $225-43.4% | $8,252-98.5% | $348-63.4% |