Filed June 24, 2017
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 84-0467907 | Recordkeeping | $96,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,598 | $40,984-10.7% | $90,951-59.8% | $93,223-60.7% |
| Participation rate | 43.0% | 59.7%-16.7pp | 69.0%-26.0pp | 74.9%-31.9pp |
| Annual return | 13.25% | 17.56%-4.3pp | 134.60%-121.4pp | 19.29%-6.0pp |
| Employer contribution / active EE | $247 | $840-70.6% | $2,122-88.3% | $2,680-90.8% |
| Participant deferral / active EE | $1,905 | $1,856+2.6% | $3,373-43.5% | $4,563-58.3% |
| Admin fee / account holder | $35 | $75-53.1% | $5,959-99.4% | $79-55.5% |