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) | $57,386 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,971 | $47,126+40.0% | $149,673-55.9% | $74,419-11.4% |
| Participation rate | 56.6% | 63.4%-6.8pp | 78.8%-22.1pp | 70.7%-14.1pp |
| Annual return | 13.34% | 22.75%-9.4pp | 134.42%-121.1pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,004 | $1,905-47.3% | $4,818-79.2% | $2,637-61.9% |
| Participant deferral / active EE | $2,674 | $2,728-2.0% | $5,680-52.9% | $4,528-41.0% |
| Admin fee / account holder | $232 | $343-32.2% | $13,210-98.2% | $348-33.2% |