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 | $12,396 |
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 | $164,448 | $130,194+26.3% | $169,993-3.3% | $71,457+130.1% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.0%+6.8pp | 67.9%+25.9pp |
| Annual return | 21.91% | 20.37%+1.5pp | 53.37%-31.5pp | 28.85%-6.9pp |
| Employer contribution / active EE | $2,138 | $4,381-51.2% | $6,785-68.5% | $2,588-17.4% |
| Participant deferral / active EE | $13,139 | $6,923+89.8% | $10,408+26.2% | $4,289+206.3% |
| Admin fee / account holder | $80 | $966-91.7% | $12,815-99.4% | $1,587-95.0% |