Filed July 2, 2024 (most recent of 2 filings on file)
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 10 · EIN 41-0417830 | Accounting | $63,043 |
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 | $52,597 | $82,978-36.6% | $130,231-59.6% | $74,419-29.3% |
| Participation rate | 96.3% | 73.7%+22.6pp | 76.3%+20.0pp | 70.7%+25.5pp |
| Annual return | 20.34% | 123.05%-102.7pp | 38.77%-18.4pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,237 | $3,391-34.1% | $4,126-45.8% | $2,637-15.2% |
| Participant deferral / active EE | $4,759 | $5,370-11.4% | $6,799-30.0% | $4,528+5.1% |
| Admin fee / account holder | $75 | $354-78.9% | $6,020-98.8% | $348-78.5% |