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 | $33,374 |
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 | $36,488 | $41,078-11.2% | $80,569-54.7% | $71,457-48.9% |
| Participation rate | 98.3% | 50.2%+48.1pp | 67.0%+31.3pp | 67.9%+30.4pp |
| Annual return | 11.87% | 38.45%-26.6pp | 935.43%-923.6pp | 28.85%-17.0pp |
| Employer contribution / active EE | $3,062 | $1,506+103.4% | $2,723+12.4% | $2,588+18.3% |
| Participant deferral / active EE | $4,057 | $2,699+50.3% | $4,447-8.8% | $4,289-5.4% |
| Admin fee / account holder | $122 | $1,840-93.3% | $5,377-97.7% | $1,587-92.3% |