Filed April 14, 2021 (most recent of 3 filings on file)
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 7-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 | $4,149 |
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 | $50,854 | $129,095-60.6% | $184,200-72.4% | $77,671-34.5% |
| Participation rate | 94.8% | 87.3%+7.4pp | 86.8%+7.9pp | 70.6%+24.2pp |
| Annual return | 24.74% | 33.29%-8.5pp | 28.80%-4.1pp | 31.21%-6.5pp |
| Employer contribution / active EE | $5,071 | $4,410+15.0% | $6,424-21.1% | $2,726+86.0% |
| Participant deferral / active EE | $7,690 | $7,300+5.3% | $9,132-15.8% | $4,648+65.4% |
| Admin fee / account holder | $10 | $256-95.9% | $13,907-99.9% | $430-97.6% |