Filed July 27, 2020 (most recent of 5 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 | $51,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,591 | $86,897+75.6% | $151,611+0.6% | $64,808+135.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.68% | -3.57%-12.1pp | 3.33%-19.0pp | 32.82%-48.5pp |
| Employer contribution / active EE | $8,253 | $4,010+105.8% | $6,166+33.8% | $2,506+229.3% |
| Participant deferral / active EE | $6,903 | $6,690+3.2% | $8,363-17.5% | $4,310+60.1% |
| Admin fee / account holder | $148 | $153-3.3% | $11,616-98.7% | $188-21.3% |