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 | $31,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,217 | $101,955+47.3% | $112,887+33.1% | $71,457+110.2% |
| Participation rate | 92.3% | 82.1%+10.2pp | 80.5%+11.8pp | 67.9%+24.4pp |
| Annual return | 14.99% | 28.92%-13.9pp | 34.10%-19.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $4,679 | $4,743-1.4% | $4,563+2.5% | $2,588+80.8% |
| Participant deferral / active EE | $6,473 | $6,771-4.4% | $6,513-0.6% | $4,289+50.9% |
| Admin fee / account holder | $207 | $1,395-85.1% | $7,047-97.1% | $1,587-86.9% |