Filed February 25, 2021
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 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $120,976 |
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 | $6,102 | $67,512-91.0% | $185,823-96.7% | $93,030-93.4% |
| Participation rate | 96.0% | 67.1%+28.9pp | 81.7%+14.3pp | 73.9%+22.1pp |
| Annual return | 0.00% | 21.04%-21.0pp | 122.05%-122.1pp | 158.70%-158.7pp |
| Employer contribution / active EE | $1,642 | $1,783-7.9% | $5,167-68.2% | $2,706-39.3% |
| Participant deferral / active EE | $1,967 | $3,035-35.2% | $5,568-64.7% | $4,562-56.9% |
| Admin fee / account holder | $48 | $318-84.9% | $16,237-99.7% | $152-68.5% |