Filed February 27, 2015
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 99 · EIN 23-2748550 | Other Fees | $0 |
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 | $57,616 | $70,908-18.7% | $98,907-41.7% | $73,488-21.6% |
| Participation rate | 98.0% | 73.8%+24.3pp | 76.0%+22.0pp | 70.7%+27.4pp |
| Annual return | 11.86% | 34.17%-22.3pp | 196.43%-184.6pp | 28.51%-16.7pp |
| Employer contribution / active EE | $551 | $2,036-73.0% | $2,689-79.5% | $2,270-75.7% |
| Participant deferral / active EE | $4,055 | $3,500+15.9% | $4,244-4.5% | $3,740+8.4% |
| Admin fee / account holder | $34 | $535-93.6% | $6,642-99.5% | $513-93.3% |