Filed June 3, 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 3-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 37 · EIN 04-2647786 | Loan Processing | $141,370 |
AAFCPAS, INC.1 year Filed as: AAFCPAS INC Service code 10 · EIN 04-2571780 | Accounting | $17,000 |
Service code 16 · EIN 33-0818667 | Consulting | $12,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,861 | $53,136+22.1% | $155,509-58.3% | $199,593-67.5% |
| Participation rate | 95.1% | 64.1%+31.0pp | 78.2%+16.9pp | 72.0%+23.1pp |
| Annual return | 16.00% | 41.15%-25.2pp | 64.67%-48.7pp | 34.25%-18.3pp |
| Employer contribution / active EE | $4,491 | $1,851+142.6% | $4,672-3.9% | $3,034+48.0% |
| Participant deferral / active EE | $9,598 | $3,161+203.6% | $5,626+70.6% | $5,087+88.7% |
| Admin fee / account holder | $86 | $185-53.4% | $15,912-99.5% | $269-67.9% |