Filed April 26, 2021
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 | $1,475 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,068 | $121,341-42.3% | $189,513-63.0% | $79,386-11.7% |
| Participation rate | 83.9% | 86.1%-2.2pp | 87.8%-3.9pp | 70.7%+13.2pp |
| Annual return | 12.81% | 21.08%-8.3pp | 555.15%-542.3pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,688 | $3,915-56.9% | $6,162-72.6% | $2,427-30.5% |
| Participant deferral / active EE | $3,653 | $6,395-42.9% | $8,221-55.6% | $4,046-9.7% |
| Admin fee / account holder | $11 | $651-98.3% | $12,045-99.9% | $626-98.3% |