Filed June 10, 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 37 · EIN 04-2647786 | Loan Processing | $35,869 |
ARISTA WEALTH MANAGEMENT2 years Filed as: ARISTA WEALTH MANAGEMENT LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $34,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,181 | $121,341-40.5% | $189,513-61.9% | $79,386-9.1% |
| Participation rate | 94.2% | 86.1%+8.1pp | 87.8%+6.4pp | 70.7%+23.5pp |
| Annual return | 14.61% | 21.08%-6.5pp | 555.15%-540.5pp | 116.85%-102.2pp |
| Employer contribution / active EE | $3,724 | $3,915-4.9% | $6,162-39.6% | $2,427+53.4% |
| Participant deferral / active EE | $4,892 | $6,395-23.5% | $8,221-40.5% | $4,046+20.9% |
| Admin fee / account holder | $314 | $651-51.9% | $12,045-97.4% | $626-49.9% |