Filed December 6, 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 | $384,125 |
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 | $55,648 | $122,186-54.5% | $146,958-62.1% | $199,593-72.1% |
| Participation rate | 93.6% | 78.3%+15.3pp | 82.2%+11.4pp | 72.0%+21.6pp |
| Annual return | 22.09% | 30.56%-8.5pp | 418.34%-396.2pp | 34.25%-12.2pp |
| Employer contribution / active EE | $3,708 | $4,093-9.4% | $4,933-24.8% | $3,034+22.2% |
| Participant deferral / active EE | $11,201 | $8,502+31.7% | $8,070+38.8% | $5,087+120.2% |
| Admin fee / account holder | $66 | $179-63.0% | $12,998-99.5% | $269-75.4% |