Filed February 22, 2021 (most recent of 4 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 13 · EIN 42-0127290 | Contract Administrator | $11,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,109 | $81,908+95.5% | $90,749+76.4% | $64,808+147.1% |
| Participation rate | 96.1% | 80.5%+15.6pp | 75.7%+20.4pp | 71.5%+24.6pp |
| Annual return | -16.08% | -12.53%-3.5pp | -12.16%-3.9pp | 32.82%-48.9pp |
| Employer contribution / active EE | $5,060 | $3,065+65.1% | $2,921+73.2% | $2,506+101.9% |
| Participant deferral / active EE | $6,674 | $4,840+37.9% | $4,564+46.2% | $4,310+54.8% |
| Admin fee / account holder | $19 | $157-87.9% | $8,445-99.8% | $188-89.9% |