Filed January 27, 2022 (most recent of 2 filings on file)
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 49 · EIN 04-1590850 | Other Services | $18,023 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 41-1670473 | Indirect Investment Fees | $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 | $51,243 | $54,573-6.1% | $90,951-43.7% | $73,488-30.3% |
| Participation rate | 84.2% | 61.2%+23.0pp | 69.0%+15.2pp | 70.7%+13.5pp |
| Annual return | 14.65% | 16.69%-2.0pp | 134.60%-119.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $403 | $991-59.3% | $2,122-81.0% | $2,270-82.2% |
| Participant deferral / active EE | $2,671 | $2,517+6.1% | $3,373-20.8% | $3,740-28.6% |
| Admin fee / account holder | $82 | $521-84.3% | $5,959-98.6% | $513-84.0% |