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 | Account maintenance fees; Participant... | $201,998 |
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 | $7,236 | $45,000-83.9% | $143,757-95.0% | $77,904-90.7% |
| Participation rate | 98.5% | 66.8%+31.7pp | 80.3%+18.2pp | 73.7%+24.9pp |
| Annual return | -7.32% | 29.03%-36.4pp | -0.04%-7.3pp | 12.21%-19.5pp |
| Employer contribution / active EE | $2,181 | $1,870+16.7% | $4,951-55.9% | $2,848-23.4% |
| Participant deferral / active EE | $2,618 | $3,157-17.1% | $5,637-53.6% | $4,806-45.5% |
| Admin fee / account holder | $52 | $98-47.0% | $14,673-99.6% | $133-60.7% |