Filed March 7, 2023
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 6-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 | $29,481 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,201 | $88,083-51.0% | $164,813-73.8% | $74,495-42.0% |
| Participation rate | 97.9% | 73.0%+24.9pp | 78.6%+19.3pp | 67.2%+30.7pp |
| Annual return | 21.59% | 17.26%+4.3pp | 69.93%-48.3pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $3,534 | $2,593+36.3% | $4,341-18.6% | $2,623+34.7% |
| Participant deferral / active EE | $5,761 | $4,498+28.1% | $6,031-4.5% | $4,346+32.6% |
| Admin fee / account holder | $115 | $2,234-94.8% | $12,690-99.1% | $1,942-94.1% |