Filed May 24, 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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,675 |
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 | $185,647 | $51,197+262.6% | $82,719+124.4% | $66,914+177.4% |
| Participation rate | 99.5% | 67.8%+31.7pp | 72.6%+27.0pp | 69.8%+29.7pp |
| Annual return | -17.74% | -9.64%-8.1pp | 701.18%-718.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $24,873 | $2,611+852.7% | $3,009+726.6% | $2,544+877.6% |
| Participant deferral / active EE | $9,638 | $3,458+178.7% | $4,395+119.3% | $4,237+127.5% |
| Admin fee / account holder | $6 | $416-98.5% | $5,329-99.9% | $593-99.0% |