Filed August 8, 2024 (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 | $20,547 |
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 | $224,680 | $60,795+269.6% | $69,455+223.5% | $65,185+244.7% |
| Participation rate | 94.1% | 74.9%+19.3pp | 74.6%+19.5pp | 70.2%+23.9pp |
| Annual return | 20.42% | 17.46%+3.0pp | 28.97%-8.5pp | 29.38%-9.0pp |
| Employer contribution / active EE | $5,079 | $2,452+107.1% | $2,779+82.7% | $2,177+133.3% |
| Participant deferral / active EE | $7,107 | $3,162+124.8% | $3,535+101.0% | $3,514+102.3% |
| Admin fee / account holder | $134 | $314-57.4% | $3,839-96.5% | $847-84.2% |