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 | $39,088 |
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 | $57,688 | $50,127+15.1% | $149,673-61.5% | $80,160-28.0% |
| Participation rate | 96.9% | 64.3%+32.6pp | 78.8%+18.1pp | 72.9%+23.9pp |
| Annual return | 36.15% | 29.82%+6.3pp | 134.42%-98.3pp | 40.38%-4.2pp |
| Employer contribution / active EE | $3,051 | $1,865+63.6% | $4,818-36.7% | $2,978+2.5% |
| Participant deferral / active EE | $15,617 | $3,194+389.0% | $5,680+174.9% | $5,017+211.3% |
| Admin fee / account holder | $26 | $153-83.1% | $13,210-99.8% | $145-82.2% |