Filed December 7, 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 6-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 | $70,925 |
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 | $109,522 | $78,781+39.0% | $100,516+9.0% | $73,409+49.2% |
| Participation rate | 96.4% | 80.0%+16.4pp | 79.4%+17.0pp | 72.2%+24.2pp |
| Annual return | 17.32% | 31.69%-14.4pp | 30.89%-13.6pp | 59.29%-42.0pp |
| Employer contribution / active EE | $3,668 | $2,420+51.6% | $3,418+7.3% | $2,234+64.2% |
| Participant deferral / active EE | $11,597 | $6,537+77.4% | $6,270+85.0% | $3,805+204.8% |
| Admin fee / account holder | $55 | $145-62.2% | $8,081-99.3% | $158-65.2% |