Filed December 7, 2022
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 01-0233346 | Contract Administrator | $134,515 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,490 | $106,028-21.3% | $146,958-43.2% | $77,643+7.5% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.6pp | 70.6%+29.1pp |
| Annual return | 12.08% | 56.73%-44.7pp | 418.34%-406.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $4,738 | $4,063+16.6% | $4,933-4.0% | $2,726+73.8% |
| Participant deferral / active EE | $6,574 | $7,990-17.7% | $8,070-18.5% | $4,647+41.5% |
| Admin fee / account holder | $296 | $337-12.2% | $12,998-97.7% | $430-31.2% |