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 | $58,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,460 | $100,227+65.1% | $169,993-2.7% | $74,419+122.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 17.90% | 66.08%-48.2pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $8,586 | $4,263+101.4% | $6,785+26.5% | $2,637+225.6% |
| Participant deferral / active EE | $7,015 | $7,143-1.8% | $10,408-32.6% | $4,528+54.9% |
| Admin fee / account holder | $152 | $234-35.3% | $12,815-98.8% | $348-56.4% |