Filed September 20, 2024
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 | $15,794 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,141 | $45,000-4.1% | $143,757-70.0% | $77,904-44.6% |
| Participation rate | 74.9% | 66.8%+8.0pp | 80.3%-5.4pp | 73.7%+1.2pp |
| Annual return | -0.82% | 29.03%-29.8pp | -0.04%-0.8pp | 12.21%-13.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $10,314 | $3,157+226.7% | $5,637+83.0% | $4,806+114.6% |
| Admin fee / account holder | $14 | $98-86.2% | $14,673-99.9% | $133-89.7% |