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 | $154,732 |
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 | $145,915 | $58,644+148.8% | $177,989-18.0% | $199,593-26.9% |
| Participation rate | 81.6% | 65.5%+16.1pp | 77.1%+4.5pp | 72.0%+9.6pp |
| Annual return | 16.54% | 19.25%-2.7pp | 294.48%-277.9pp | 34.25%-17.7pp |
| Employer contribution / active EE | $5,635 | $1,801+212.8% | $3,949+42.7% | $3,034+85.7% |
| Participant deferral / active EE | $9,322 | $4,248+119.4% | $6,276+48.5% | $5,087+83.3% |
| Admin fee / account holder | $55 | $145-62.4% | $10,363-99.5% | $269-79.6% |