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 | $28,809 | $52,293-44.9% | $178,490-83.9% | $73,409-60.8% |
| Participation rate | 45.5% | 65.3%-19.9pp | 81.9%-36.5pp | 72.2%-26.7pp |
| Annual return | 12.29% | 34.75%-22.5pp | 151.07%-138.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $708 | $1,735-59.2% | $5,011-85.9% | $2,234-68.3% |
| Participant deferral / active EE | $1,191 | $2,332-48.9% | $5,202-77.1% | $3,805-68.7% |
| Admin fee / account holder | $10 | $127-92.0% | $13,984-99.9% | $158-93.6% |