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 | $46,528 |
Service code 49 · EIN 52-2114207 | Other Services | $11,549 |
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 | $83,019 | $58,778+41.2% | $129,207-35.7% | $77,643+6.9% |
| Participation rate | 67.1% | 59.2%+7.9pp | 69.6%-2.5pp | 70.6%-3.4pp |
| Annual return | 11.58% | 24.73%-13.1pp | 9417.33%-9405.7pp | 31.24%-19.7pp |
| Employer contribution / active EE | $2,014 | $1,952+3.2% | $4,153-51.5% | $2,726-26.1% |
| Participant deferral / active EE | $3,753 | $3,212+16.8% | $4,168-10.0% | $4,647-19.3% |
| Admin fee / account holder | $173 | $589-70.7% | $7,715-97.8% | $430-59.8% |