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 | $52,138 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $20,916 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,917 | $61,272+6.0% | $149,673-56.6% | $71,457-9.2% |
| Participation rate | 99.0% | 62.5%+36.5pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 18.54% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,775 | $2,378-25.4% | $4,818-63.2% | $2,588-31.4% |
| Participant deferral / active EE | $4,101 | $2,917+40.6% | $5,680-27.8% | $4,289-4.4% |
| Admin fee / account holder | $221 | $1,261-82.5% | $13,210-98.3% | $1,587-86.1% |