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 | $5,612 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,900 | $121,341+10.4% | $189,513-29.3% | $79,386+68.7% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.8%+9.5pp | 70.7%+26.6pp |
| Annual return | 17.40% | 21.08%-3.7pp | 555.15%-537.8pp | 116.85%-99.5pp |
| Employer contribution / active EE | $2,957 | $3,915-24.5% | $6,162-52.0% | $2,427+21.8% |
| Participant deferral / active EE | $10,143 | $6,395+58.6% | $8,221+23.4% | $4,046+150.7% |
| Admin fee / account holder | $53 | $651-91.9% | $12,045-99.6% | $626-91.6% |