Filed August 24, 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 | Investment management; Recordkeeping ... | $14,818 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,485 | $69,477-48.9% | $94,646-62.5% | $71,457-50.3% |
| Participation rate | 79.9% | 78.4%+1.4pp | 80.8%-0.9pp | 67.9%+12.0pp |
| Annual return | 20.92% | 29.66%-8.7pp | 156.71%-135.8pp | 28.85%-7.9pp |
| Employer contribution / active EE | $750 | $2,853-73.7% | $3,672-79.6% | $2,588-71.0% |
| Participant deferral / active EE | $3,964 | $7,345-46.0% | $7,418-46.6% | $4,289-7.6% |
| Admin fee / account holder | $81 | $1,210-93.3% | $7,231-98.9% | $1,587-94.9% |