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 | $65,856 |
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 | $85,675 | $87,621-2.2% | $86,436-0.9% | $77,904+10.0% |
| Participation rate | 91.0% | 85.8%+5.2pp | 80.3%+10.7pp | 73.7%+17.3pp |
| Annual return | -15.63% | -13.90%-1.7pp | 4394.89%-4410.5pp | 12.21%-27.8pp |
| Employer contribution / active EE | $3,425 | $3,474-1.4% | $3,769-9.1% | $2,848+20.3% |
| Participant deferral / active EE | $10,999 | $8,645+27.2% | $6,952+58.2% | $4,806+128.9% |
| Admin fee / account holder | $35 | $85-58.9% | $6,731-99.5% | $133-73.8% |