Filed February 5, 2018
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 16 · EIN 22-3189064 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$155,945 |
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 | $220,673 | $86,225+155.9% | $146,665+50.5% | $86,799+154.2% |
| Participation rate | 90.7% | 78.0%+12.7pp | 80.1%+10.6pp | 72.3%+18.4pp |
| Annual return | 17.71% | 31.23%-13.5pp | 22.74%-5.0pp | 97.91%-80.2pp |
| Employer contribution / active EE | $5,092 | $2,392+112.9% | $4,136+23.1% | $2,405+111.7% |
| Participant deferral / active EE | $12,286 | $4,245+189.4% | $5,506+123.1% | $4,131+197.4% |
| Admin fee / account holder | -$160 | $195-182.2% | $10,280-101.6% | $170-194.6% |