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 | $24,347 |
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 | $25,973 | $56,095-53.7% | $178,490-85.4% | $90,288-71.2% |
| Participation rate | 29.0% | 65.6%-36.5pp | 81.9%-52.9pp | 73.4%-44.3pp |
| Annual return | 26.19% | 28.81%-2.6pp | 151.07%-124.9pp | 53.97%-27.8pp |
| Employer contribution / active EE | $423 | $1,572-73.1% | $5,011-91.6% | $2,524-83.3% |
| Participant deferral / active EE | $1,221 | $2,669-54.3% | $5,202-76.5% | $4,232-71.2% |
| Admin fee / account holder | $32 | $101-68.7% | $13,984-99.8% | $114-72.3% |