Filed January 19, 2021
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 | $56,088 |
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 · EIN 85-4001199 | Advisory (Plan) | $16,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,555 | $65,908-73.4% | $81,812-78.5% | $77,643-77.4% |
| Participation rate | 71.0% | 65.8%+5.2pp | 72.3%-1.3pp | 70.6%+0.5pp |
| Annual return | 15.54% | 26.64%-11.1pp | 773.79%-758.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,505 | $3,505-28.6% | $4,319-42.0% | $4,647-46.1% |
| Admin fee / account holder | $100 | $526-81.0% | $7,386-98.6% | $430-76.8% |