Filed February 5, 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 | $37,259 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,230 | $61,272-36.0% | $149,673-73.8% | $71,457-45.1% |
| Participation rate | 88.5% | 62.5%+26.0pp | 78.8%+9.8pp | 67.9%+20.6pp |
| Annual return | 9.83% | 35.85%-26.0pp | 134.42%-124.6pp | 28.85%-19.0pp |
| Employer contribution / active EE | $3,262 | $2,378+37.2% | $4,818-32.3% | $2,588+26.1% |
| Participant deferral / active EE | $4,734 | $2,917+62.3% | $5,680-16.7% | $4,289+10.4% |
| Admin fee / account holder | $268 | $1,261-78.8% | $13,210-98.0% | $1,587-83.1% |