Filed June 19, 2023
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 06-1050034 | Contract Administrator | $2,575 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,787 | $65,118+8.7% | $76,768-7.8% | $55,725+27.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -6.03% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,373 | $1,941-29.3% | $2,485-44.8% | $2,078-34.0% |
| Participant deferral / active EE | $3,534 | $3,688-4.2% | $3,852-8.2% | $3,356+5.3% |
| Admin fee / account holder | $85 | $116-26.5% | $6,675-98.7% | $115-26.1% |