Filed December 8, 2017 (most recent of 4 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 | $490,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,766 | $99,062-21.5% | $136,007-42.8% | $99,062-21.5% |
| Participation rate | 97.4% | 71.6%+25.8pp | 76.5%+21.0pp | 71.6%+25.8pp |
| Annual return | 13.56% | 17.66%-4.1pp | 579.32%-565.8pp | 17.66%-4.1pp |
| Employer contribution / active EE | $4,137 | $3,262+26.8% | $4,217-1.9% | $3,262+26.8% |
| Participant deferral / active EE | $5,953 | $5,331+11.7% | $7,025-15.3% | $5,331+11.7% |
| Admin fee / account holder | $42 | $109-61.1% | $6,858-99.4% | $109-61.1% |