Filed January 11, 2019
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 | -$45,131 |
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 | $171,614 | $65,292+162.8% | $71,671+139.4% | $77,958+120.1% |
| Participation rate | 98.1% | 67.4%+30.7pp | 68.7%+29.4pp | 71.6%+26.5pp |
| Annual return | 169.39% | 21.25%+148.1pp | 20.65%+148.7pp | 20.87%+148.5pp |
| Employer contribution / active EE | $3,748 | $2,085+79.8% | $2,460+52.4% | $2,310+62.2% |
| Participant deferral / active EE | $5,047 | $3,008+67.8% | $3,438+46.8% | $3,537+42.7% |
| Admin fee / account holder | $4 | $84-94.9% | $5,558-99.9% | $97-95.5% |