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 | -$18,364 |
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 | $94,913 | $74,347+27.7% | $93,606+1.4% | $67,579+40.4% |
| Participation rate | 97.5% | 80.6%+16.9pp | 75.8%+21.6pp | 71.3%+26.2pp |
| Annual return | 23.77% | 28.07%-4.3pp | 32.76%-9.0pp | 378.56%-354.8pp |
| Employer contribution / active EE | $3,862 | $2,583+49.5% | $2,718+42.1% | $2,148+79.8% |
| Participant deferral / active EE | $5,765 | $4,060+42.0% | $4,069+41.7% | $3,539+62.9% |
| Admin fee / account holder | $11 | $123-91.0% | $7,888-99.9% | $142-92.3% |