Filed September 23, 2024 (most recent of 4 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $28,225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,704 | $47,126-30.6% | $149,673-78.1% | $74,419-56.1% |
| Participation rate | 93.6% | 63.4%+30.2pp | 78.8%+14.8pp | 70.7%+22.8pp |
| Annual return | 10.83% | 22.75%-11.9pp | 134.42%-123.6pp | 34.38%-23.6pp |
| Employer contribution / active EE | $2,328 | $1,905+22.2% | $4,818-51.7% | $2,637-11.7% |
| Participant deferral / active EE | $3,395 | $2,728+24.5% | $5,680-40.2% | $4,528-25.0% |
| Admin fee / account holder | $65 | $343-81.1% | $13,210-99.5% | $348-81.4% |