Filed May 17, 2023
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 | $23,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,938 | $47,456-51.7% | $172,739-86.7% | $77,787-70.5% |
| Participation rate | 25.8% | 66.3%-40.5pp | 82.6%-56.8pp | 73.2%-47.4pp |
| Annual return | 24.73% | 35.57%-10.8pp | 802.84%-778.1pp | 32.57%-7.8pp |
| Employer contribution / active EE | $325 | $1,574-79.4% | $5,143-93.7% | $2,504-87.0% |
| Participant deferral / active EE | $997 | $2,560-61.0% | $5,198-80.8% | $3,967-74.9% |
| Admin fee / account holder | $34 | $81-57.5% | $13,954-99.8% | $100-65.7% |