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 | $45,868 |
Service code 49 · EIN 52-2114207 | Other Services | $14,239 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,324 | $53,345+43.1% | $121,098-37.0% | $74,419+2.6% |
| Participation rate | 67.2% | 60.0%+7.3pp | 69.5%-2.2pp | 70.7%-3.5pp |
| Annual return | 14.89% | 35.15%-20.3pp | 985.75%-970.9pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,870 | $1,898-1.5% | $4,164-55.1% | $2,637-29.1% |
| Participant deferral / active EE | $3,461 | $3,221+7.5% | $4,080-15.2% | $4,528-23.6% |
| Admin fee / account holder | $171 | $382-55.2% | $5,644-97.0% | $348-50.8% |