Filed December 22, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,106 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,035 | $89,652+46.2% | $141,162-7.2% | $65,185+101.0% |
| Participation rate | 91.6% | 74.7%+16.9pp | 82.5%+9.2pp | 70.2%+21.4pp |
| Annual return | 33.87% | 32.79%+1.1pp | 71.39%-37.5pp | 29.38%+4.5pp |
| Employer contribution / active EE | $10,857 | $3,065+254.3% | $4,735+129.3% | $2,177+398.8% |
| Participant deferral / active EE | $17,327 | $5,691+204.5% | $6,709+158.3% | $3,514+393.1% |
| Admin fee / account holder | -$46 | $569-108.0% | $10,261-100.4% | $847-105.4% |