Filed June 7, 2019
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 6-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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $3,353 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,167 | $58,879+15.8% | $178,490-61.8% | $73,488-7.2% |
| Participation rate | 70.4% | 66.2%+4.1pp | 81.9%-11.6pp | 70.7%-0.3pp |
| Annual return | 13.50% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,470 | $2,236-34.3% | $5,011-70.7% | $2,270-35.2% |
| Participant deferral / active EE | $3,112 | $2,567+21.2% | $5,202-40.2% | $3,740-16.8% |
| Admin fee / account holder | $18 | $400-95.5% | $13,984-99.9% | $513-96.5% |