Filed December 17, 2021 (most recent of 3 filings on file)
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 | $44,054 |
Service code 49 · EIN 52-2114207 | Other Services | $11,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,277 | $47,898+40.5% | $117,472-42.7% | $64,808+3.8% |
| Participation rate | 68.5% | 61.9%+6.6pp | 70.6%-2.1pp | 71.5%-3.0pp |
| Annual return | -15.69% | -15.54%-0.1pp | 29.74%-45.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,902 | $1,774+7.2% | $4,176-54.5% | $2,506-24.1% |
| Participant deferral / active EE | $3,526 | $3,151+11.9% | $4,070-13.4% | $4,310-18.2% |
| Admin fee / account holder | $169 | $132+28.5% | $5,645-97.0% | $188-9.8% |