Filed January 4, 2023 (most recent of 2 filings on file)
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 17 · EIN 13-5674085 | Pension Consulting | $13,667 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,534 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,677 | $98,463+80.5% | $119,258+49.0% | $85,850+107.0% |
| Participation rate | 86.3% | 77.6%+8.6pp | 82.7%+3.5pp | 69.3%+16.9pp |
| Annual return | 6.93% | 38.53%-31.6pp | 30.69%-23.8pp | 318.53%-311.6pp |
| Employer contribution / active EE | $9,671 | $3,698+161.5% | $4,384+120.6% | $2,565+277.0% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $250 | $7,493-96.7% | $7,226-96.5% | $6,260-96.0% |