Filed October 31, 2016
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 9-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 | $3,056 |
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 | $55,353 | $155,795-64.5% | $136,294-59.4% | $69,631-20.5% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 58.82% | 232464.33%-232405.5pp | 5155.94%-5097.1pp | 27571.02%-27512.2pp |
| Employer contribution / active EE | $9,742 | $2,991+225.7% | $4,695+107.5% | $2,032+379.4% |
| Participant deferral / active EE | $11,635 | $5,394+115.7% | $6,247+86.3% | $3,224+260.9% |
| Admin fee / account holder | $8 | $128-93.7% | $9,243-99.9% | $110-92.6% |