Filed February 4, 2022
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 9-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 | $12,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,347 | $91,621-3.6% | $67,511+30.9% | $77,671+13.7% |
| Participation rate | 70.5% | 76.0%-5.5pp | 72.9%-2.4pp | 70.6%-0.1pp |
| Annual return | 13.92% | 14.87%-1.0pp | 3517.41%-3503.5pp | 31.21%-17.3pp |
| Employer contribution / active EE | $3,235 | $3,184+1.6% | $2,733+18.4% | $2,726+18.7% |
| Participant deferral / active EE | $4,341 | $3,906+11.1% | $4,000+8.5% | $4,648-6.6% |
| Admin fee / account holder | $247 | $176+40.1% | $3,999-93.8% | $430-42.6% |