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 | $27,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,181 | $46,292-41.3% | $143,757-81.1% | $64,808-58.1% |
| Participation rate | 99.2% | 64.2%+35.0pp | 80.3%+18.9pp | 71.5%+27.7pp |
| Annual return | -15.46% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,066 | $1,910+8.2% | $4,951-58.3% | $2,506-17.5% |
| Participant deferral / active EE | $4,885 | $2,646+84.7% | $5,637-13.3% | $4,310+13.3% |
| Admin fee / account holder | $42 | $154-72.5% | $14,673-99.7% | $188-77.5% |