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 | $27,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,777 | $47,126-28.3% | $149,673-77.4% | $74,419-54.6% |
| Participation rate | 99.3% | 63.4%+35.9pp | 78.8%+20.5pp | 70.7%+28.5pp |
| Annual return | 22.87% | 22.75%+0.1pp | 134.42%-111.5pp | 34.38%-11.5pp |
| Employer contribution / active EE | $3,182 | $1,905+67.0% | $4,818-34.0% | $2,637+20.6% |
| Participant deferral / active EE | $4,845 | $2,728+77.6% | $5,680-14.7% | $4,528+7.0% |
| Admin fee / account holder | $39 | $343-88.7% | $13,210-99.7% | $348-88.8% |