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 | $61,200 |
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 | $104,693 | $103,918+0.7% | $94,646+10.6% | $80,160+30.6% |
| Participation rate | 95.7% | 85.8%+9.9pp | 80.8%+14.9pp | 72.9%+22.8pp |
| Annual return | 22.56% | 27.77%-5.2pp | 156.71%-134.1pp | 40.38%-17.8pp |
| Employer contribution / active EE | $4,265 | $3,539+20.5% | $3,672+16.2% | $2,978+43.2% |
| Participant deferral / active EE | $13,735 | $9,528+44.2% | $7,418+85.2% | $5,017+173.8% |
| Admin fee / account holder | $31 | $96-68.3% | $7,231-99.6% | $145-78.9% |