Filed December 27, 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 9-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 04-2530413 | Contract Administrator | $37,732 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $13,600 |
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 | $93,650 | $155,795-39.9% | $136,294-31.3% | $69,631+34.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 70.7%+23.5pp |
| Annual return | 17.48% | 232464.33%-232446.9pp | 5155.94%-5138.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,028 | $2,991-32.2% | $4,695-56.8% | $2,032-0.2% |
| Participant deferral / active EE | $7,612 | $5,394+41.1% | $6,247+21.9% | $3,224+136.1% |
| Admin fee / account holder | $21 | $128-83.5% | $9,243-99.8% | $110-80.8% |