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) | $65,012 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,600 |
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 | $67,804 | $50,815+33.4% | $155,509-56.4% | $77,643-12.7% |
| Participation rate | 56.7% | 63.1%-6.4pp | 78.2%-21.5pp | 70.6%-13.9pp |
| Annual return | 8.81% | 34.80%-26.0pp | 64.67%-55.9pp | 31.24%-22.4pp |
| Employer contribution / active EE | $938 | $1,993-52.9% | $4,672-79.9% | $2,726-65.6% |
| Participant deferral / active EE | $2,670 | $2,822-5.4% | $5,626-52.6% | $4,647-42.6% |
| Admin fee / account holder | $253 | $437-42.0% | $15,912-98.4% | $430-41.1% |