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 | -$24,797 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,622 | $99,957+42.7% | $149,696-4.7% | $73,488+94.1% |
| Participation rate | 91.7% | 75.7%+16.0pp | 82.5%+9.2pp | 70.7%+21.0pp |
| Annual return | 11.74% | 53.87%-42.1pp | 276.60%-264.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $8,682 | $3,191+172.1% | $4,644+86.9% | $2,270+282.5% |
| Participant deferral / active EE | $20,480 | $6,073+237.3% | $6,842+199.3% | $3,740+447.7% |
| Admin fee / account holder | -$90 | $551-116.3% | $9,309-101.0% | $513-117.4% |