Filed May 4, 2023
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 37 · EIN 04-2647786 | Loan Processing | $7,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,092 | $131,153+27.4% | $101,326+64.9% | $102,872+62.4% |
| Participation rate | 92.9% | 80.8%+12.2pp | 81.5%+11.4pp | 73.0%+19.9pp |
| Annual return | 26.91% | 23.05%+3.9pp | 36.82%-9.9pp | 19.06%+7.9pp |
| Employer contribution / active EE | $11,179 | $3,900+186.7% | $3,665+205.0% | $3,526+217.0% |
| Participant deferral / active EE | $26,945 | $10,801+149.5% | $7,994+237.1% | $5,535+386.8% |
| Admin fee / account holder | $2 | $140-98.4% | $11,185-100.0% | $292-99.2% |