Filed June 30, 2016
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 35-1140070 | Contract Administrator | $1,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,460 | $55,453-70.3% | $170,442-90.3% | $62,292-73.6% |
| Participation rate | 31.5% | 66.4%-34.9pp | 83.6%-52.1pp | 69.5%-38.1pp |
| Annual return | 10.61% | 21.38%-10.8pp | 205.93%-195.3pp | 28.90%-18.3pp |
| Employer contribution / active EE | $456 | $2,164-78.9% | $5,433-91.6% | $2,042-77.7% |
| Participant deferral / active EE | $1,375 | $2,303-40.3% | $4,939-72.2% | $3,169-56.6% |
| Admin fee / account holder | $26 | $455-94.2% | $13,880-99.8% | $479-94.5% |