Filed May 2, 2017
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $70,593 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $32,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,699 | $50,820+13.5% | $155,567-62.9% | $77,671-25.7% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 8.53% | 34.85%-26.3pp | 64.74%-56.2pp | 31.21%-22.7pp |
| Employer contribution / active EE | $514 | $1,993-74.2% | $4,674-89.0% | $2,726-81.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $118 | $436-72.9% | $15,916-99.3% | $430-72.6% |