Filed March 27, 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 | $920 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,082 | $52,953-56.4% | $172,739-86.6% | $65,185-64.6% |
| Participation rate | 54.5% | 66.2%-11.7pp | 82.6%-28.1pp | 70.2%-15.7pp |
| Annual return | 19.02% | 30.12%-11.1pp | 802.84%-783.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $649 | $2,190-70.4% | $5,143-87.4% | $2,177-70.2% |
| Participant deferral / active EE | $973 | $2,471-60.6% | $5,198-81.3% | $3,514-72.3% |
| Admin fee / account holder | $6 | $472-98.6% | $13,954-100.0% | $847-99.2% |