Filed April 28, 2021
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 | $54,496 |
EQUITY SERVICES INC4 years Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,648 | $78,485-21.5% | $106,213-42.0% | $74,495-17.2% |
| Participation rate | 85.7% | 72.8%+12.9pp | 75.3%+10.4pp | 67.2%+18.5pp |
| Annual return | 10.85% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,001 | $2,523-60.3% | $3,171-68.4% | $2,623-61.8% |
| Participant deferral / active EE | $4,095 | $4,322-5.3% | $5,016-18.4% | $4,346-5.8% |
| Admin fee / account holder | $347 | $2,232-84.4% | $11,033-96.9% | $1,942-82.1% |