Filed July 5, 2023
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 | $84,170 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $12,475 |
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 | $45,108 | $95,388-52.7% | $125,339-64.0% | $77,904-42.1% |
| Participation rate | 95.6% | 78.6%+17.0pp | 82.4%+13.2pp | 73.7%+21.9pp |
| Annual return | -3.75% | 116.19%-119.9pp | 572.05%-575.8pp | 12.21%-16.0pp |
| Employer contribution / active EE | $4,335 | $3,666+18.2% | $4,814-9.9% | $2,848+52.2% |
| Participant deferral / active EE | $10,377 | $7,711+34.6% | $7,446+39.4% | $4,806+115.9% |
| Admin fee / account holder | $97 | $119-18.0% | $10,010-99.0% | $133-26.5% |