Filed October 7, 2021
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,160 | $129,095+43.4% | $184,200+0.5% | $77,671+138.4% |
| Participation rate | 90.1% | 87.3%+2.7pp | 86.8%+3.2pp | 70.6%+19.5pp |
| Annual return | 16.95% | 33.29%-16.3pp | 28.80%-11.9pp | 31.21%-14.3pp |
| Employer contribution / active EE | $9,001 | $4,410+104.1% | $6,424+40.1% | $2,726+230.1% |
| Participant deferral / active EE | $12,472 | $7,300+70.9% | $9,132+36.6% | $4,648+168.3% |
| Admin fee / account holder | $44 | $256-82.7% | $13,907-99.7% | $430-89.7% |