Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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 | $2,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,349 | $56,423+177.1% | $77,163+102.6% | $71,457+118.8% |
| Participation rate | 82.3% | 64.3%+17.9pp | 69.6%+12.7pp | 67.9%+14.3pp |
| Annual return | 21.69% | 19.05%+2.6pp | 37.87%-16.2pp | 28.85%-7.2pp |
| Employer contribution / active EE | $14,110 | $1,866+656.1% | $2,535+456.6% | $2,588+445.3% |
| Participant deferral / active EE | $10,867 | $3,142+245.9% | $3,833+183.5% | $4,289+153.4% |
| Admin fee / account holder | $21 | $1,429-98.5% | $5,472-99.6% | $1,587-98.7% |