Filed September 27, 2023
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 10-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 | $5,755 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,158 | $76,670+18.9% | $96,683-5.7% | $71,457+27.6% |
| Participation rate | 89.0% | 66.6%+22.4pp | 74.3%+14.6pp | 67.9%+21.0pp |
| Annual return | 17.38% | 48.29%-30.9pp | 35.69%-18.3pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,437 | $3,031-52.6% | $3,737-61.6% | $2,588-44.5% |
| Participant deferral / active EE | $9,064 | $3,771+140.3% | $4,878+85.8% | $4,289+111.3% |
| Admin fee / account holder | $42 | $2,028-97.9% | $6,730-99.4% | $1,587-97.4% |