Filed November 29, 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 15 · EIN 35-0145825 | Recordkeeping | $211,910 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,984 | $82,546-66.1% | $140,016-80.0% | $75,289-62.8% |
| Participation rate | 78.3% | 88.4%-10.0pp | 87.5%-9.2pp | 72.4%+5.9pp |
| Annual return | -3.85% | -0.36%-3.5pp | 651.12%-655.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $109 | $3,856-97.2% | $5,606-98.1% | $2,405-95.5% |
| Participant deferral / active EE | $4,519 | $5,731-21.2% | $6,927-34.8% | $3,739+20.9% |
| Admin fee / account holder | $10 | $86-88.8% | $10,705-99.9% | $102-90.6% |