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 |
|---|---|---|
ARISTA WEALTH MANAGEMENT4 years Filed as: ARISTA WEALTH MANAGEMENT LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $34,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,309 |
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 | $70,268 | $130,194-46.0% | $169,993-58.7% | $71,457-1.7% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.0%+10.0pp | 67.9%+29.1pp |
| Annual return | 16.57% | 20.37%-3.8pp | 53.37%-36.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $4,035 | $4,381-7.9% | $6,785-40.5% | $2,588+55.9% |
| Participant deferral / active EE | $5,113 | $6,923-26.1% | $10,408-50.9% | $4,289+19.2% |
| Admin fee / account holder | $291 | $966-69.9% | $12,815-97.7% | $1,587-81.7% |