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 | $9,285 |
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 | $138,936 | $102,553+35.5% | $151,611-8.4% | $66,914+107.6% |
| Participation rate | 89.4% | 85.5%+3.9pp | 87.5%+1.9pp | 69.8%+19.6pp |
| Annual return | -16.59% | -10.82%-5.8pp | 3.33%-19.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,080 | $4,180-50.2% | $6,166-66.3% | $2,544-18.2% |
| Participant deferral / active EE | $12,003 | $6,641+80.7% | $8,363+43.5% | $4,237+183.3% |
| Admin fee / account holder | $62 | $630-90.2% | $11,616-99.5% | $593-89.6% |