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 | $10,910 |
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 | $164,718 | $104,919+57.0% | $116,228+41.7% | $85,563+92.5% |
| Participation rate | 99.7% | 78.6%+21.1pp | 74.6%+25.2pp | 66.0%+33.8pp |
| Annual return | 10.94% | 15.38%-4.4pp | 90.06%-79.1pp | 31.51%-20.6pp |
| Employer contribution / active EE | $5,237 | $3,485+50.3% | $2,994+74.9% | $2,654+97.4% |
| Participant deferral / active EE | $7,624 | $5,306+43.7% | $4,953+53.9% | $4,375+74.3% |
| Admin fee / account holder | $19 | $429-95.6% | $11,989-99.8% | $834-97.8% |