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 | $32,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,168 | $60,989+228.2% | $60,874+228.8% | $66,914+199.1% |
| Participation rate | 94.4% | 74.5%+20.0pp | 73.1%+21.3pp | 69.8%+24.6pp |
| Annual return | -13.89% | -9.60%-4.3pp | 16.90%-30.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $5,915 | $2,661+122.3% | $2,701+119.0% | $2,544+132.5% |
| Participant deferral / active EE | $7,821 | $3,615+116.4% | $3,817+104.9% | $4,237+84.6% |
| Admin fee / account holder | $178 | $338-47.4% | $3,224-94.5% | $593-70.0% |