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 | $37,510 |
ARISTA WEALTH MANAGEMENT3 years Filed as: ARISTA WEALTH MANAGEMENT LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $35,899 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,646 | $102,553-45.7% | $151,611-63.3% | $66,914-16.8% |
| Participation rate | 96.5% | 85.5%+11.0pp | 87.5%+9.0pp | 69.8%+26.7pp |
| Annual return | -15.09% | -10.82%-4.3pp | 3.33%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $3,986 | $4,180-4.7% | $6,166-35.4% | $2,544+56.7% |
| Participant deferral / active EE | $5,020 | $6,641-24.4% | $8,363-40.0% | $4,237+18.5% |
| Admin fee / account holder | $308 | $630-51.0% | $11,616-97.3% | $593-48.0% |