Filed February 10, 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 10 · EIN 11-2336434 | Accounting | $13,038 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,938 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,206 | $80,177-12.4% | $123,892-43.3% | $57,658+21.8% |
| Participation rate | 82.6% | 74.4%+8.1pp | 81.4%+1.2pp | 70.2%+12.3pp |
| Annual return | 50.82% | 17.90%+32.9pp | 47.52%+3.3pp | 5.13%+45.7pp |
| Employer contribution / active EE | $704 | $2,913-75.8% | $4,617-84.8% | $1,974-64.4% |
| Participant deferral / active EE | $6,311 | $5,130+23.0% | $5,984+5.5% | $3,061+106.2% |
| Admin fee / account holder | $45 | $106-57.4% | $8,357-99.5% | $95-52.1% |