Filed November 5, 2019
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 06-1050034 | Contract Administrator | $31,527 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,402 | $80,724+14.5% | $103,333-10.6% | $74,495+24.0% |
| Participation rate | 95.3% | 65.7%+29.6pp | 74.5%+20.8pp | 67.2%+28.1pp |
| Annual return | 10.52% | 27.56%-17.0pp | 24.88%-14.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,696 | $3,157-46.3% | $3,868-56.2% | $2,623-35.4% |
| Participant deferral / active EE | $6,970 | $3,860+80.6% | $5,057+37.8% | $4,346+60.4% |
| Admin fee / account holder | $180 | $2,368-92.4% | $8,355-97.8% | $1,942-90.7% |