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 | $10,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,220 | $84,784+103.1% | $98,439+74.9% | $74,419+131.4% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.2pp | 70.7%+26.7pp |
| Annual return | 17.22% | 20.59%-3.4pp | 21.16%-3.9pp | 34.38%-17.2pp |
| Employer contribution / active EE | $4,772 | $3,364+41.9% | $3,048+56.6% | $2,637+80.9% |
| Participant deferral / active EE | $6,542 | $5,218+25.4% | $4,738+38.1% | $4,528+44.5% |
| Admin fee / account holder | $17 | $204-91.5% | $8,948-99.8% | $348-95.0% |