Filed March 2, 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 42-0127290 | Contract Administrator | $423,427 |
Filed as: RETIREMENT PLAN ANALYTICS, LLC Service code 17 · EIN 47-3768337 | Pension Consulting | $27,901 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,339 | $122,693-40.2% | $184,203-60.2% | $199,593-63.3% |
| Participation rate | 95.5% | 86.8%+8.7pp | 86.8%+8.7pp | 72.0%+23.6pp |
| Annual return | 16.28% | 143.91%-127.6pp | 28.81%-12.5pp | 34.25%-18.0pp |
| Employer contribution / active EE | $3,251 | $4,584-29.1% | $6,427-49.4% | $3,034+7.1% |
| Participant deferral / active EE | $7,268 | $7,990-9.0% | $9,131-20.4% | $5,087+42.9% |
| Admin fee / account holder | $99 | $121-17.8% | $13,901-99.3% | $269-63.1% |