Filed October 16, 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 | $41,005 |
VEERY CAPITAL2 years Service code 17 · EIN 83-1838623 | Pension Consulting | $40,980 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,773 | $61,058-59.4% | $71,209-65.2% | $85,563-71.0% |
| Participation rate | 98.5% | 58.6%+39.9pp | 73.8%+24.7pp | 66.0%+32.5pp |
| Annual return | 10.39% | 100.41%-90.0pp | 282.51%-272.1pp | 31.51%-21.1pp |
| Employer contribution / active EE | $805 | $2,199-63.4% | $2,721-70.4% | $2,654-69.7% |
| Participant deferral / active EE | $1,914 | $3,173-39.7% | $4,175-54.2% | $4,375-56.3% |
| Admin fee / account holder | $228 | $855-73.4% | $5,349-95.7% | $834-72.7% |