Filed December 14, 2021 (most recent of 4 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,708 | $110,299+42.1% | $102,423+53.0% | $199,593-21.5% |
| Participation rate | 95.2% | 86.3%+8.9pp | 76.5%+18.7pp | 72.0%+23.2pp |
| Annual return | -5.59% | 35.73%-41.3pp | 29.32%-34.9pp | 34.25%-39.8pp |
| Employer contribution / active EE | $3,278 | $3,603-9.0% | $3,023+8.4% | $3,034+8.0% |
| Participant deferral / active EE | $11,420 | $6,376+79.1% | $5,053+126.0% | $5,087+124.5% |
| Admin fee / account holder | $318 | $122+159.7% | $9,451-96.6% | $269+18.1% |