Filed January 5, 2022
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.
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 | $133,579 | $95,274+40.2% | $135,903-1.7% | $74,419+79.5% |
| Participation rate | 90.3% | 78.2%+12.1pp | 81.9%+8.4pp | 70.7%+19.5pp |
| Annual return | 24.56% | 32.77%-8.2pp | 68.23%-43.7pp | 34.38%-9.8pp |
| Employer contribution / active EE | $9,011 | $3,874+132.6% | $4,856+85.6% | $2,637+241.7% |
| Participant deferral / active EE | $18,083 | $7,782+132.4% | $7,758+133.1% | $4,528+299.4% |
| Admin fee / account holder | -$15 | $266-105.8% | $10,762-100.1% | $348-104.4% |