Filed December 7, 2022
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 10-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 25 · EIN 04-2647786 | Directed Trustee | $244,865 |
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 | $118,899 | $112,686+5.5% | $169,993-30.1% | $80,160+48.3% |
| Participation rate | 98.0% | 87.4%+10.7pp | 87.0%+11.0pp | 72.9%+25.1pp |
| Annual return | 37.55% | 67.04%-29.5pp | 53.37%-15.8pp | 40.38%-2.8pp |
| Employer contribution / active EE | $7,472 | $4,481+66.7% | $6,785+10.1% | $2,978+150.9% |
| Participant deferral / active EE | $7,321 | $7,876-7.0% | $10,408-29.7% | $5,017+45.9% |
| Admin fee / account holder | $65 | $99-34.1% | $12,815-99.5% | $145-54.9% |