Filed April 26, 2021 (most recent of 4 filings on file)
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 | $55,018 |
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 | $135,256 | $95,388+41.8% | $125,339+7.9% | $77,904+73.6% |
| Participation rate | 88.4% | 78.6%+9.8pp | 82.4%+6.1pp | 73.7%+14.8pp |
| Annual return | -5.86% | 116.19%-122.0pp | 572.05%-577.9pp | 12.21%-18.1pp |
| Employer contribution / active EE | $6,460 | $3,666+76.2% | $4,814+34.2% | $2,848+126.9% |
| Participant deferral / active EE | $7,669 | $7,711-0.5% | $7,446+3.0% | $4,806+59.6% |
| Admin fee / account holder | $3 | $119-97.4% | $10,010-100.0% | $133-97.7% |