Filed April 20, 2022
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 8-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 41-0417830 | Contract Administrator | $6,736 |
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 | $25,866 | $52,293-50.5% | $178,490-85.5% | $73,409-64.8% |
| Participation rate | 99.2% | 65.3%+33.8pp | 81.9%+17.2pp | 72.2%+27.0pp |
| Annual return | 23.89% | 34.75%-10.9pp | 151.07%-127.2pp | 59.29%-35.4pp |
| Employer contribution / active EE | $2,150 | $1,735+23.9% | $5,011-57.1% | $2,234-3.7% |
| Participant deferral / active EE | $4,728 | $2,332+102.7% | $5,202-9.1% | $3,805+24.2% |
| Admin fee / account holder | $12 | $127-90.2% | $13,984-99.9% | $158-92.1% |