Filed September 10, 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 7-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 04-2675571 | Advisory (Plan) | $60,686 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,223 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,426 | $78,485+42.0% | $106,213+4.9% | $74,495+49.6% |
| Participation rate | 91.0% | 72.8%+18.2pp | 75.3%+15.7pp | 67.2%+23.8pp |
| Annual return | 17.18% | 15.95%+1.2pp | 116.14%-99.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $22,909 | $2,523+808.1% | $3,171+622.3% | $2,623+773.4% |
| Participant deferral / active EE | $28,817 | $4,322+566.7% | $5,016+474.5% | $4,346+563.1% |
| Admin fee / account holder | $113 | $2,232-94.9% | $11,033-99.0% | $1,942-94.2% |