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 | $11,351 |
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 | $35,011 | $43,133-18.8% | $89,391-60.8% | $73,488-52.4% |
| Participation rate | 97.4% | 55.0%+42.4pp | 68.0%+29.4pp | 70.7%+26.7pp |
| Annual return | 3.14% | 135.66%-132.5pp | 245.62%-242.5pp | 28.51%-25.4pp |
| Employer contribution / active EE | $2,206 | $1,438+53.4% | $2,586-14.7% | $2,270-2.8% |
| Participant deferral / active EE | $2,919 | $2,445+19.4% | $3,890-25.0% | $3,740-21.9% |
| Admin fee / account holder | $55 | $444-87.6% | $4,881-98.9% | $513-89.3% |