Filed October 11, 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 60 · EIN 04-2647786 | Sub-TA Fees | $3,535 |
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 | $162,624 | $121,341+34.0% | $189,513-14.2% | $79,386+104.9% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.8%+0.7pp | 70.7%+17.8pp |
| Annual return | 22.64% | 21.08%+1.6pp | 555.15%-532.5pp | 116.85%-94.2pp |
| Employer contribution / active EE | $1,638 | $3,915-58.2% | $6,162-73.4% | $2,427-32.5% |
| Participant deferral / active EE | $8,793 | $6,395+37.5% | $8,221+7.0% | $4,046+117.3% |
| Admin fee / account holder | $154 | $651-76.3% | $12,045-98.7% | $626-75.4% |