Filed August 19, 2024
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 3-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 | $368,126 |
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 | $89,583 | $52,346+71.1% | $143,757-37.7% | $78,044+14.8% |
| Participation rate | 94.3% | 72.7%+21.6pp | 80.3%+14.0pp | 74.4%+19.8pp |
| Annual return | -17.35% | -14.19%-3.2pp | -0.04%-17.3pp | 10.87%-28.2pp |
| Employer contribution / active EE | $1,745 | $2,131-18.1% | $4,951-64.8% | $3,125-44.2% |
| Participant deferral / active EE | $7,725 | $3,800+103.3% | $5,637+37.0% | $5,084+51.9% |
| Admin fee / account holder | $86 | $63+36.1% | $14,673-99.4% | $79+9.4% |