Filed December 16, 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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $35,078 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,460 | $56,152-40.4% | $185,823-82.0% | $73,409-54.4% |
| Participation rate | 69.7% | 67.6%+2.2pp | 78.0%-8.3pp | 72.2%-2.5pp |
| Annual return | 16.00% | 17.59%-1.6pp | 35.95%-20.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,693 | $1,532+10.5% | $4,087-58.6% | $2,234-24.2% |
| Participant deferral / active EE | $3,557 | $3,659-2.8% | $5,632-36.8% | $3,805-6.5% |
| Admin fee / account holder | $103 | $132-21.9% | $9,500-98.9% | $158-34.7% |