Filed January 22, 2020
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 | $53,419 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $20,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,053 | $65,061-16.9% | $143,757-62.4% | $66,914-19.2% |
| Participation rate | 98.6% | 65.2%+33.4pp | 80.3%+18.3pp | 69.8%+28.8pp |
| Annual return | -15.64% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,800 | $2,361-23.8% | $4,951-63.7% | $2,544-29.3% |
| Participant deferral / active EE | $4,294 | $2,919+47.1% | $5,637-23.8% | $4,237+1.4% |
| Admin fee / account holder | $225 | $502-55.1% | $14,673-98.5% | $593-62.0% |