Filed December 22, 2017
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 | $26,883 |
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 | $79,610 | $91,407-12.9% | $135,903-41.4% | $71,457+11.4% |
| Participation rate | 95.9% | 75.7%+20.2pp | 81.9%+14.0pp | 67.9%+28.0pp |
| Annual return | 20.40% | 29.90%-9.5pp | 68.23%-47.8pp | 28.85%-8.4pp |
| Employer contribution / active EE | $2,423 | $3,703-34.6% | $4,856-50.1% | $2,588-6.3% |
| Participant deferral / active EE | $8,879 | $7,092+25.2% | $7,758+14.4% | $4,289+107.0% |
| Admin fee / account holder | $93 | $1,266-92.7% | $10,762-99.1% | $1,587-94.1% |