Filed June 3, 2022
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 27 · EIN 47-1411118 | Advisory (Plan) | $33,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,195 |
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 | $80,615 | $56,423+42.9% | $77,163+4.5% | $71,457+12.8% |
| Participation rate | 97.1% | 64.3%+32.8pp | 69.6%+27.5pp | 67.9%+29.2pp |
| Annual return | 19.52% | 19.05%+0.5pp | 37.87%-18.4pp | 28.85%-9.3pp |
| Employer contribution / active EE | $4,852 | $1,866+160.0% | $2,535+91.4% | $2,588+87.5% |
| Participant deferral / active EE | $8,300 | $3,142+164.2% | $3,833+116.5% | $4,289+93.5% |
| Admin fee / account holder | $244 | $1,429-82.9% | $5,472-95.5% | $1,587-84.6% |