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 | $119,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,090 | $88,890+50.8% | $102,423+30.9% | $77,643+72.7% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 21.58% | 24.98%-3.4pp | 29.32%-7.7pp | 31.24%-9.7pp |
| Employer contribution / active EE | $2,790 | $2,698+3.4% | $3,023-7.7% | $2,726+2.3% |
| Participant deferral / active EE | $7,590 | $5,145+47.5% | $5,053+50.2% | $4,647+63.3% |
| Admin fee / account holder | $164 | $235-30.4% | $9,451-98.3% | $430-62.0% |