Filed February 25, 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 | $5,338 |
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 | $101,484 | $62,324+62.8% | $68,509+48.1% | $55,191+83.9% |
| Participation rate | 94.2% | 78.9%+15.3pp | 74.7%+19.5pp | 69.2%+25.1pp |
| Annual return | -0.14% | 4.26%-4.4pp | 8.27%-8.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,265 | $2,223+46.9% | $2,278+43.4% | $1,899+72.0% |
| Participant deferral / active EE | $4,818 | $3,425+40.7% | $3,382+42.5% | $3,046+58.2% |
| Admin fee / account holder | $10 | $91-89.6% | $5,275-99.8% | $91-89.5% |