Filed September 6, 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 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 | $29,226 |
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 | $46,936 | $44,960+4.4% | $84,966-44.8% | $74,495-37.0% |
| Participation rate | 99.5% | 49.4%+50.1pp | 67.5%+32.0pp | 67.2%+32.3pp |
| Annual return | 10.26% | 26.24%-16.0pp | 66.38%-56.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $3,859 | $1,457+164.8% | $2,727+41.5% | $2,623+47.1% |
| Participant deferral / active EE | $4,907 | $2,731+79.7% | $4,519+8.6% | $4,346+12.9% |
| Admin fee / account holder | $122 | $2,209-94.5% | $6,149-98.0% | $1,942-93.7% |