Filed March 23, 2020
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 | $9,650 |
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 | $117,695 | $74,024+59.0% | $77,999+50.9% | $57,658+104.1% |
| Participation rate | 99.7% | 79.7%+20.0pp | 75.5%+24.2pp | 70.2%+29.5pp |
| Annual return | 8.67% | 12.14%-3.5pp | 425.96%-417.3pp | 5.13%+3.5pp |
| Employer contribution / active EE | $12,833 | $2,365+442.6% | $2,470+419.5% | $1,974+550.2% |
| Participant deferral / active EE | $9,845 | $3,533+178.7% | $3,497+181.5% | $3,061+221.7% |
| Admin fee / account holder | $23 | $93-75.5% | $5,480-99.6% | $95-75.9% |