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 | $5,957 |
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 | $95,430 | $80,724+18.2% | $103,333-7.6% | $74,495+28.1% |
| Participation rate | 81.5% | 65.7%+15.8pp | 74.5%+6.9pp | 67.2%+14.3pp |
| Annual return | 11.78% | 27.56%-15.8pp | 24.88%-13.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,385 | $3,157-56.1% | $3,868-64.2% | $2,623-47.2% |
| Participant deferral / active EE | $9,010 | $3,860+133.4% | $5,057+78.2% | $4,346+107.3% |
| Admin fee / account holder | $41 | $2,368-98.3% | $8,355-99.5% | $1,942-97.9% |