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 | $32,538 |
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 | $31,036 | $37,393-17.0% | $77,024-59.7% | $66,914-53.6% |
| Participation rate | 98.2% | 52.9%+45.3pp | 67.9%+30.3pp | 69.8%+28.4pp |
| Annual return | -9.92% | -3.29%-6.6pp | 42.32%-52.2pp | 1.58%-11.5pp |
| Employer contribution / active EE | $2,583 | $1,531+68.7% | $2,812-8.1% | $2,544+1.5% |
| Participant deferral / active EE | $3,505 | $2,617+33.9% | $4,426-20.8% | $4,237-17.3% |
| Admin fee / account holder | $123 | $567-78.3% | $5,425-97.7% | $593-79.3% |