Filed February 18, 2022
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 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $75,597 | $155,795-51.5% | $136,294-44.5% | $69,631+8.6% |
| Participation rate | 83.5% | 75.2%+8.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 22.94% | 232464.33%-232441.4pp | 5155.94%-5133.0pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $2,623 | $2,991-12.3% | $4,695-44.1% | $2,032+29.1% |
| Participant deferral / active EE | $8,400 | $5,394+55.7% | $6,247+34.5% | $3,224+160.6% |
| Admin fee / account holder | $0 | $128-99.8% | $9,243-100.0% | $110-99.8% |