Filed October 7, 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 9-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 | $28,432 |
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 | $185,160 | $129,021+43.5% | $184,203+0.5% | $77,643+138.5% |
| Participation rate | 90.1% | 87.3%+2.7pp | 86.8%+3.3pp | 70.6%+19.5pp |
| Annual return | 16.95% | 33.27%-16.3pp | 28.81%-11.9pp | 31.24%-14.3pp |
| Employer contribution / active EE | $9,001 | $4,413+104.0% | $6,427+40.1% | $2,726+230.2% |
| Participant deferral / active EE | $12,472 | $7,297+70.9% | $9,131+36.6% | $4,647+168.4% |
| Admin fee / account holder | $44 | $254-82.5% | $13,901-99.7% | $430-89.7% |