Filed October 4, 2021
Total covered: 0 employees
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 4-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 | $41,420 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,695 | $144,996-77.5% | $111,297-70.6% | $93,030-64.9% |
| Participation rate | 99.0% | 86.2%+12.8pp | 77.3%+21.7pp | 73.9%+25.1pp |
| Annual return | 0.00% | 18.26%-18.3pp | 54.65%-54.7pp | 158.70%-158.7pp |
| Employer contribution / active EE | $2,514 | $3,056-17.7% | $2,731-7.9% | $2,706-7.1% |
| Participant deferral / active EE | $2,352 | $5,587-57.9% | $4,487-47.6% | $4,562-48.5% |
| Admin fee / account holder | $16 | $103-84.4% | $7,964-99.8% | $152-89.3% |