Filed August 2, 2022 (most recent of 4 filings on file)
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 7-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 | -$20,890 |
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 | $164,826 | $45,031+266.0% | $85,009+93.9% | $77,671+112.2% |
| Participation rate | 94.2% | 48.7%+45.5pp | 67.5%+26.7pp | 70.6%+23.6pp |
| Annual return | -7.59% | 79.22%-86.8pp | 66.47%-74.1pp | 31.21%-38.8pp |
| Employer contribution / active EE | $15,925 | $1,609+889.5% | $2,728+483.7% | $2,726+484.1% |
| Participant deferral / active EE | $14,487 | $2,807+416.0% | $4,522+220.4% | $4,648+211.7% |
| Admin fee / account holder | -$32 | $912-103.5% | $6,153-100.5% | $430-107.3% |