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 | $32,367 |
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 | $34,100 | $50,815-32.9% | $155,509-78.1% | $77,643-56.1% |
| Participation rate | 94.9% | 63.1%+31.8pp | 78.2%+16.7pp | 70.6%+24.3pp |
| Annual return | 15.05% | 34.80%-19.8pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $569 | $1,993-71.5% | $4,672-87.8% | $2,726-79.1% |
| Participant deferral / active EE | $5,072 | $2,822+79.7% | $5,626-9.9% | $4,647+9.1% |
| Admin fee / account holder | $67 | $437-84.6% | $15,912-99.6% | $430-84.4% |