Filed September 23, 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 27 · EIN 35-2552359 | Advisory (Plan) | $53,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,246 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,118 | $80,005-1.1% | $140,016-43.5% | $55,725+42.0% |
| Participation rate | 93.0% | 87.0%+6.0pp | 87.5%+5.5pp | 70.9%+22.2pp |
| Annual return | -6.24% | 0.46%-6.7pp | 651.12%-657.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,844 | $3,403-45.8% | $5,606-67.1% | $2,078-11.3% |
| Participant deferral / active EE | $8,363 | $5,264+58.9% | $6,927+20.7% | $3,356+149.2% |
| Admin fee / account holder | $156 | $116+35.0% | $10,705-98.5% | $115+35.5% |