Filed April 8, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $170,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,312 | $241,101-57.1% | $103,3330% | $199,593-48.2% |
| Participation rate | 63.4% | 78.3%-14.9pp | 74.5%-11.1pp | 72.0%-8.6pp |
| Annual return | 16.84% | 17.80%-1.0pp | 24.88%-8.0pp | 34.25%-17.4pp |
| Employer contribution / active EE | $2,193 | $4,244-48.3% | $3,868-43.3% | $3,034-27.7% |
| Participant deferral / active EE | $4,709 | $3,958+19.0% | $5,057-6.9% | $5,087-7.4% |
| Admin fee / account holder | $86 | $288-70.2% | $8,355-99.0% | $269-68.1% |