Filed January 17, 2023
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 | $5,241 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,409 | $109,359+38.5% | $162,163-6.6% | $72,985+107.5% |
| Participation rate | 88.3% | 84.3%+4.1pp | 87.6%+0.8pp | 69.5%+18.8pp |
| Annual return | 23.40% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,710 | $3,907-5.1% | $5,614-33.9% | $2,440+52.1% |
| Participant deferral / active EE | $11,287 | $5,481+105.9% | $7,298+54.7% | $3,607+212.9% |
| Admin fee / account holder | $59 | $7,972-99.3% | $10,843-99.5% | $5,124-98.9% |