Filed February 5, 2020
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 13 · EIN 42-0127290 | Contract Administrator | $39,312 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,438 |
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 | $42,038 | $50,815-17.3% | $155,509-73.0% | $77,643-45.9% |
| Participation rate | 88.6% | 63.1%+25.5pp | 78.2%+10.4pp | 70.6%+18.0pp |
| Annual return | 9.41% | 34.80%-25.4pp | 64.67%-55.3pp | 31.24%-21.8pp |
| Employer contribution / active EE | $2,870 | $1,993+44.0% | $4,672-38.6% | $2,726+5.3% |
| Participant deferral / active EE | $4,332 | $2,822+53.5% | $5,626-23.0% | $4,647-6.8% |
| Admin fee / account holder | $247 | $437-43.5% | $15,912-98.4% | $430-42.7% |