Filed December 22, 2022
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 | $15,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,822 | $55,415-29.9% | $155,509-75.0% | $74,495-47.9% |
| Participation rate | 51.8% | 61.9%-10.1pp | 78.2%-26.4pp | 67.2%-15.4pp |
| Annual return | 18.46% | 268.50%-250.0pp | 64.67%-46.2pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,240 | $2,267-45.3% | $4,672-73.5% | $2,623-52.7% |
| Participant deferral / active EE | $2,760 | $2,836-2.7% | $5,626-50.9% | $4,346-36.5% |
| Admin fee / account holder | $134 | $1,738-92.3% | $15,912-99.2% | $1,942-93.1% |