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 | Direct payment from the plan; Sales l... | $17,933 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $42,583 | $79,013-46.1% | $100,391-57.6% | $74,495-42.8% |
| Participation rate | 98.8% | 79.5%+19.3pp | 81.5%+17.3pp | 67.2%+31.6pp |
| Annual return | 19.30% | 20.41%-1.1pp | 49.20%-29.9pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $2,488 | $3,021-17.6% | $3,942-36.9% | $2,623-5.1% |
| Participant deferral / active EE | $5,449 | $7,760-29.8% | $8,082-32.6% | $4,346+25.4% |
| Admin fee / account holder | $92 | $1,320-93.0% | $7,899-98.8% | $1,942-95.3% |