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.
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 | $127,303 | $130,141-2.2% | $86,677+46.9% | $77,904+63.4% |
| Participation rate | 95.5% | 85.9%+9.6pp | 76.6%+18.9pp | 73.7%+21.8pp |
| Annual return | -14.41% | -12.75%-1.7pp | 35.91%-50.3pp | 12.21%-26.6pp |
| Employer contribution / active EE | $2,733 | $3,220-15.1% | $2,836-3.6% | $2,848-4.0% |
| Participant deferral / active EE | $9,178 | $5,757+59.4% | $4,656+97.1% | $4,806+91.0% |
| Admin fee / account holder | $268 | $132+103.4% | $7,493-96.4% | $133+102.2% |