Filed March 7, 2023
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 6-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 13 · EIN 42-0127290 | Contract Administrator | $23,713 |
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 | $47,204 | $82,978-43.1% | $129,995-63.7% | $71,457-33.9% |
| Participation rate | 94.3% | 74.1%+20.2pp | 78.5%+15.8pp | 67.9%+26.4pp |
| Annual return | -6.38% | 20.60%-27.0pp | -137.18%+130.8pp | 28.85%-35.2pp |
| Employer contribution / active EE | $3,159 | $2,622+20.5% | $4,320-26.9% | $2,588+22.1% |
| Participant deferral / active EE | $5,816 | $4,432+31.2% | $5,820-0.1% | $4,289+35.6% |
| Admin fee / account holder | $107 | $1,729-93.8% | $10,614-99.0% | $1,587-93.2% |