Filed September 6, 2024
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 | $3,235 |
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 | $28,582 | $33,067-13.6% | $76,523-62.6% | $56,287-49.2% |
| Participation rate | 98.9% | 55.4%+43.6pp | 68.0%+30.9pp | 69.9%+29.1pp |
| Annual return | 7.28% | 2.72%+4.6pp | -0.27%+7.5pp | -9.96%+17.2pp |
| Employer contribution / active EE | $2,086 | $1,200+73.8% | $2,647-21.2% | $2,111-1.2% |
| Participant deferral / active EE | $2,547 | $2,240+13.7% | $3,835-33.6% | $3,350-24.0% |
| Admin fee / account holder | $63 | $537-88.3% | $4,848-98.7% | $521-88.0% |