Filed April 10, 2017
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 | $5,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,837 | $58,879-47.6% | $178,490-82.7% | $73,488-58.0% |
| Participation rate | 49.5% | 66.2%-16.7pp | 81.9%-32.4pp | 70.7%-21.2pp |
| Annual return | 5.24% | 24.86%-19.6pp | 151.07%-145.8pp | 28.51%-23.3pp |
| Employer contribution / active EE | $801 | $2,236-64.2% | $5,011-84.0% | $2,270-64.7% |
| Participant deferral / active EE | $1,489 | $2,567-42.0% | $5,202-71.4% | $3,740-60.2% |
| Admin fee / account holder | $53 | $400-86.7% | $13,984-99.6% | $513-89.7% |