Filed March 5, 2021
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 26-1204987 | Advisory (Plan) | $22,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
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 | $38,408 | $71,666-46.4% | $117,854-67.4% | $69,631-44.8% |
| Participation rate | 57.5% | 77.5%-20.0pp | 79.7%-22.1pp | 70.7%-13.2pp |
| Annual return | 21.12% | 18.86%+2.3pp | 335.08%-314.0pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $898 | $1,889-52.4% | $3,786-76.3% | $2,032-55.8% |
| Participant deferral / active EE | $3,370 | $3,340+0.9% | $4,482-24.8% | $3,224+4.5% |
| Admin fee / account holder | $153 | $120+27.5% | $8,020-98.1% | $110+38.9% |