Filed April 18, 2023 (most recent of 9 filings on file)
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 19 · EIN 51-0396365 | Securities Custodian | $58,407 |
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 | $18,618 | $45,000-58.6% | $143,757-87.0% | $77,904-76.1% |
| Participation rate | 77.6% | 66.8%+10.8pp | 80.3%-2.7pp | 73.7%+4.0pp |
| Annual return | -15.09% | 29.03%-44.1pp | -0.04%-15.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $2,195 | $1,870+17.4% | $4,951-55.7% | $2,848-22.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $13 | $98-87.1% | $14,673-99.9% | $133-90.5% |