Filed February 25, 2019
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 | $19,714 |
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 | $31,738 | $47,126-32.7% | $149,673-78.8% | $74,419-57.4% |
| Participation rate | 98.6% | 63.4%+35.2pp | 78.8%+19.8pp | 70.7%+27.8pp |
| Annual return | 23.75% | 22.75%+1.0pp | 134.42%-110.7pp | 34.38%-10.6pp |
| Employer contribution / active EE | $879 | $1,905-53.9% | $4,818-81.8% | $2,637-66.7% |
| Participant deferral / active EE | $5,214 | $2,728+91.2% | $5,680-8.2% | $4,528+15.2% |
| Admin fee / account holder | $46 | $343-86.6% | $13,210-99.7% | $348-86.8% |