Filed January 29, 2019 (most recent of 3 filings on file)
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 10-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 42-0127290 | Contract Administrator | $5,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,539 | $55,415+103.1% | $155,509-27.6% | $74,495+51.1% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 14.79% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,637 | $2,267+104.5% | $4,672-0.8% | $2,623+76.8% |
| Participant deferral / active EE | $8,307 | $2,836+192.9% | $5,626+47.7% | $4,346+91.2% |
| Admin fee / account holder | $44 | $1,738-97.5% | $15,912-99.7% | $1,942-97.8% |