Filed December 22, 2021 (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 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 | $75,263 |
Service code 27 · EIN 82-4516448 | Advisory (Plan) | $34,989 |
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 | $95,246 | $46,292+105.7% | $143,757-33.7% | $64,808+47.0% |
| Participation rate | 84.5% | 64.2%+20.3pp | 80.3%+4.2pp | 71.5%+13.0pp |
| Annual return | -11.20% | -10.05%-1.2pp | -0.04%-11.2pp | 32.82%-44.0pp |
| Employer contribution / active EE | $4,832 | $1,910+153.0% | $4,951-2.4% | $2,506+92.8% |
| Participant deferral / active EE | $7,632 | $2,646+188.5% | $5,637+35.4% | $4,310+77.1% |
| Admin fee / account holder | $171 | $154+11.5% | $14,673-98.8% | $188-8.7% |