Filed July 2, 2021
Total covered: 59 employees
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 8-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 | $178,958 |
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 | $118,383 | $50,574+134.1% | $169,368-30.1% | $80,160+47.7% |
| Participation rate | 79.6% | 67.8%+11.8pp | 77.1%+2.5pp | 72.9%+6.7pp |
| Annual return | 19.50% | 22.92%-3.4pp | 405.60%-386.1pp | 40.38%-20.9pp |
| Employer contribution / active EE | $4,651 | $1,693+174.7% | $4,013+15.9% | $2,978+56.2% |
| Participant deferral / active EE | $7,724 | $4,164+85.5% | $6,221+24.2% | $5,017+54.0% |
| Admin fee / account holder | $52 | $107-51.0% | $9,003-99.4% | $145-63.9% |