Filed April 15, 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 | $20,653 |
Filed as: ROCKEFELLER FINANCIAL Service code 27 · EIN 82-3226180 | Advisory (Plan) | $17,597 |
Filed as: MONROE,SWEERIS & TROMP P Service code 10 · EIN 38-2621598 | Accounting | $7,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,316 | $129,021-51.7% | $184,203-66.2% | $77,643-19.7% |
| Participation rate | 88.4% | 87.3%+1.1pp | 86.8%+1.6pp | 70.6%+17.9pp |
| Annual return | 11.33% | 33.27%-21.9pp | 28.81%-17.5pp | 31.24%-19.9pp |
| Employer contribution / active EE | $566 | $4,413-87.2% | $6,427-91.2% | $2,726-79.2% |
| Participant deferral / active EE | $5,265 | $7,297-27.8% | $9,131-42.3% | $4,647+13.3% |
| Admin fee / account holder | $191 | $254-24.6% | $13,901-98.6% | $430-55.5% |