Filed August 19, 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 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 |
|---|---|---|
AVINA FINANCIAL GROUP INC.2 years Service code 99 · EIN 81-3666918 | Other Fees | $33,565 |
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 | $26,791 | $61,156-56.2% | $185,823-85.6% | $79,386-66.3% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 14.97% | 19.45%-4.5pp | 122.05%-107.1pp | 116.85%-101.9pp |
| Employer contribution / active EE | $4,302 | $2,321+85.4% | $5,167-16.7% | $2,427+77.2% |
| Participant deferral / active EE | $3,658 | $2,789+31.2% | $5,568-34.3% | $4,046-9.6% |
| Admin fee / account holder | $134 | $710-81.1% | $16,237-99.2% | $626-78.6% |