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 | $2,543 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,662 | $38,365-20.1% | $84,611-63.8% | $65,185-53.0% |
| Participation rate | 99.5% | 55.7%+43.8pp | 68.2%+31.2pp | 70.2%+29.3pp |
| Annual return | 5.74% | 32.00%-26.3pp | 258.74%-253.0pp | 29.38%-23.6pp |
| Employer contribution / active EE | $2,147 | $1,258+70.6% | $2,652-19.0% | $2,177-1.4% |
| Participant deferral / active EE | $2,731 | $2,278+19.9% | $3,899-29.9% | $3,514-22.3% |
| Admin fee / account holder | $15 | $451-96.7% | $4,912-99.7% | $847-98.2% |