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 | $3,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,611 | $60,323+342.0% | $81,812+225.9% | $74,495+257.9% |
| Participation rate | 99.0% | 62.9%+36.1pp | 72.3%+26.6pp | 67.2%+31.8pp |
| Annual return | 14.62% | 16.90%-2.3pp | 773.79%-759.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $31,124 | $2,620+1087.8% | $2,912+968.7% | $2,623+1086.6% |
| Participant deferral / active EE | $12,190 | $3,387+259.8% | $4,319+182.3% | $4,346+180.5% |
| Admin fee / account holder | $8 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |