Filed October 27, 2022 (most recent of 5 filings on file)
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 27 · EIN 59-2937883 | Advisory (Plan) | $55,812 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,336 | $46,292+21.7% | $143,757-60.8% | $64,808-13.1% |
| Participation rate | 58.6% | 64.2%-5.6pp | 80.3%-21.7pp | 71.5%-12.9pp |
| Annual return | -12.22% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.0pp |
| Employer contribution / active EE | $936 | $1,910-51.0% | $4,951-81.1% | $2,506-62.6% |
| Participant deferral / active EE | $2,750 | $2,646+3.9% | $5,637-51.2% | $4,310-36.2% |
| Admin fee / account holder | $218 | $154+42.0% | $14,673-98.5% | $188+16.2% |