Filed January 6, 2021
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 | $32,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,433 | $79,633+67.6% | $93,789+42.3% | $68,494+94.8% |
| Participation rate | 96.9% | 75.4%+21.5pp | 81.0%+15.9pp | 67.9%+29.0pp |
| Annual return | -14.79% | -0.10%-14.7pp | -11.33%-3.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,309 | $3,665+17.6% | $4,323-0.3% | $2,596+66.0% |
| Participant deferral / active EE | $6,179 | $5,158+19.8% | $6,094+1.4% | $4,027+53.4% |
| Admin fee / account holder | $229 | $6,871-96.7% | $7,195-96.8% | $5,403-95.8% |