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 | Finders' fees / placement fees; Recor... | $352,812 |
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 | $16,812 | $53,136-68.4% | $155,509-89.2% | $199,593-91.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 21.83% | 41.15%-19.3pp | 64.67%-42.8pp | 34.25%-12.4pp |
| Employer contribution / active EE | $2,815 | $1,851+52.1% | $4,672-39.8% | $3,034-7.2% |
| Participant deferral / active EE | $3,527 | $3,161+11.6% | $5,626-37.3% | $5,087-30.7% |
| Admin fee / account holder | $64 | $185-65.5% | $15,912-99.6% | $269-76.2% |