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 | $41,446 |
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 | $80,441 | $50,815+58.3% | $155,509-48.3% | $77,643+3.6% |
| Participation rate | 97.9% | 63.1%+34.8pp | 78.2%+19.7pp | 70.6%+27.3pp |
| Annual return | 24.22% | 34.80%-10.6pp | 64.67%-40.4pp | 31.24%-7.0pp |
| Employer contribution / active EE | $4,141 | $1,993+107.8% | $4,672-11.4% | $2,726+51.9% |
| Participant deferral / active EE | $23,472 | $2,822+731.8% | $5,626+317.2% | $4,647+405.1% |
| Admin fee / account holder | $28 | $437-93.6% | $15,912-99.8% | $430-93.6% |