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 | $29,388 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,104 | $96,484-51.2% | $156,263-69.9% | $74,304-36.6% |
| Participation rate | 97.9% | 67.7%+30.2pp | 78.9%+19.0pp | 60.3%+37.5pp |
| Annual return | 9.16% | 17.73%-8.6pp | 59.47%-50.3pp | 29.43%-20.3pp |
| Employer contribution / active EE | $3,697 | $2,528+46.2% | $4,333-14.7% | $2,241+65.0% |
| Participant deferral / active EE | $6,359 | $4,286+48.3% | $6,158+3.3% | $3,767+68.8% |
| Admin fee / account holder | $123 | $3,728-96.7% | $14,255-99.1% | $2,969-95.8% |