Filed October 27, 2022
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 4-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 | $100,822 |
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 | $101,749 | $119,627-14.9% | $146,958-30.8% | $99,062+2.7% |
| Participation rate | 97.7% | 73.4%+24.3pp | 82.2%+15.6pp | 71.6%+26.1pp |
| Annual return | 19.71% | 28.82%-9.1pp | 418.34%-398.6pp | 17.66%+2.0pp |
| Employer contribution / active EE | $7,708 | $4,153+85.6% | $4,933+56.3% | $3,262+136.3% |
| Participant deferral / active EE | $19,314 | $7,997+141.5% | $8,070+139.3% | $5,331+262.3% |
| Admin fee / account holder | $13 | $150-91.0% | $12,998-99.9% | $109-87.7% |