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 | $521 |
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 | $102,349 | $82,202+24.5% | $125,339-18.3% | $64,808+57.9% |
| Participation rate | 84.2% | 77.9%+6.3pp | 82.4%+1.8pp | 71.5%+12.7pp |
| Annual return | 4.91% | 3.48%+1.4pp | 572.05%-567.1pp | 32.82%-27.9pp |
| Employer contribution / active EE | $4,770 | $3,615+31.9% | $4,814-0.9% | $2,506+90.4% |
| Participant deferral / active EE | $10,685 | $7,175+48.9% | $7,446+43.5% | $4,310+147.9% |
| Admin fee / account holder | $1 | $163-99.3% | $10,010-100.0% | $188-99.4% |