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 | $12,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,057 | $92,055+98.9% | $106,213+72.3% | $77,643+135.8% |
| Participation rate | 99.7% | 81.0%+18.7pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 12.58% | 17.91%-5.3pp | 116.14%-103.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,009 | $3,367+78.5% | $3,171+89.5% | $2,726+120.5% |
| Participant deferral / active EE | $7,864 | $5,386+46.0% | $5,016+56.8% | $4,647+69.2% |
| Admin fee / account holder | $21 | $219-90.2% | $11,033-99.8% | $430-95.0% |