Filed June 6, 2018
Total covered: 12 employees
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 | $106,754 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $27,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,505 | $50,982-32.3% | $154,803-77.7% | $85,563-59.7% |
| Participation rate | 91.4% | 59.8%+31.6pp | 78.1%+13.3pp | 66.0%+25.4pp |
| Annual return | 18.34% | 30.35%-12.0pp | 58.88%-40.5pp | 31.51%-13.2pp |
| Employer contribution / active EE | $4,356 | $1,708+155.0% | $4,305+1.2% | $2,654+64.2% |
| Participant deferral / active EE | $2,580 | $2,474+4.3% | $5,540-53.4% | $4,375-41.0% |
| Admin fee / account holder | $263 | $846-68.9% | $14,329-98.2% | $834-68.5% |