Filed January 5, 2022
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 | -$9,660 |
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 | $127,791 | $88,122+45.0% | $141,162-9.5% | $67,579+89.1% |
| Participation rate | 93.9% | 76.5%+17.4pp | 82.5%+11.4pp | 71.3%+22.6pp |
| Annual return | 28.39% | 75.40%-47.0pp | 71.39%-43.0pp | 378.56%-350.2pp |
| Employer contribution / active EE | $7,975 | $3,224+147.3% | $4,735+68.4% | $2,148+271.3% |
| Participant deferral / active EE | $16,582 | $5,958+178.3% | $6,709+147.2% | $3,539+368.5% |
| Admin fee / account holder | -$28 | $131-121.5% | $10,261-100.3% | $142-119.7% |