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 | $9,727 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,090 | $84,784-36.2% | $98,439-45.1% | $74,419-27.3% |
| Participation rate | 90.4% | 81.5%+8.9pp | 75.2%+15.3pp | 70.7%+19.7pp |
| Annual return | 18.25% | 20.59%-2.3pp | 21.16%-2.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,459 | $3,364-56.6% | $3,048-52.1% | $2,637-44.7% |
| Participant deferral / active EE | $2,450 | $5,218-53.0% | $4,738-48.3% | $4,528-45.9% |
| Admin fee / account holder | $10 | $204-94.9% | $8,948-99.9% | $348-97.0% |