Filed August 2, 2019
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 | -$3,111 |
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 | $156,211 | $84,487+84.9% | $125,339+24.6% | $66,914+133.4% |
| Participation rate | 95.3% | 76.4%+18.9pp | 82.4%+12.9pp | 69.8%+25.5pp |
| Annual return | -16.92% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,951 | $3,553-45.1% | $4,814-59.5% | $2,544-23.3% |
| Participant deferral / active EE | $8,518 | $6,781+25.6% | $7,446+14.4% | $4,237+101.0% |
| Admin fee / account holder | -$10 | $685-101.4% | $10,010-100.1% | $593-101.7% |