Filed October 1, 2020
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 7-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 13-1624203 | Contract Administrator | $53,266 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,810 | $52,293-71.7% | $178,490-91.7% | $73,409-79.8% |
| Participation rate | 96.9% | 65.3%+31.6pp | 81.9%+15.0pp | 72.2%+24.7pp |
| Annual return | 17.14% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,398 | $2,332+2.8% | $5,202-53.9% | $3,805-37.0% |
| Admin fee / account holder | $51 | $127-60.3% | $13,984-99.6% | $158-67.9% |