Filed October 4, 2021
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 5-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 | $90,134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $164,218 | $145,877+12.6% | $150,045+9.4% | $102,872+59.6% |
| Participation rate | 95.6% | 79.8%+15.7pp | 82.3%+13.3pp | 73.0%+22.6pp |
| Annual return | 20.49% | 21.37%-0.9pp | 62.55%-42.1pp | 19.06%+1.4pp |
| Employer contribution / active EE | $7,264 | $4,710+54.2% | $4,693+54.8% | $3,526+106.0% |
| Participant deferral / active EE | $20,644 | $9,491+117.5% | $7,997+158.1% | $5,535+273.0% |
| Admin fee / account holder | $51 | $176-70.9% | $13,435-99.6% | $292-82.5% |