Filed June 15, 2021 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $319,886 |
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 | $58,026 | $44,989+29.0% | $170,442-66.0% | $77,958-25.6% |
| Participation rate | 87.1% | 64.6%+22.5pp | 83.6%+3.5pp | 71.6%+15.4pp |
| Annual return | 17.55% | 19.61%-2.1pp | 205.93%-188.4pp | 20.87%-3.3pp |
| Employer contribution / active EE | $2,282 | $1,466+55.7% | $5,433-58.0% | $2,310-1.2% |
| Participant deferral / active EE | $4,022 | $2,208+82.2% | $4,939-18.6% | $3,537+13.7% |
| Admin fee / account holder | $95 | $69+38.3% | $13,880-99.3% | $97-2.1% |