Filed September 8, 2022
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 | $12,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,179 | $46,966+26.0% | $185,117-68.0% | $69,631-15.0% |
| Participation rate | 41.4% | 65.3%-23.9pp | 77.3%-35.9pp | 70.7%-29.3pp |
| Annual return | 17.58% | 22.36%-4.8pp | 40.50%-22.9pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $465 | $1,360-65.8% | $4,182-88.9% | $2,032-77.1% |
| Participant deferral / active EE | $1,244 | $3,017-58.8% | $5,045-75.4% | $3,224-61.4% |
| Admin fee / account holder | $28 | $94-70.2% | $8,159-99.7% | $110-74.7% |