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 | $29,967 |
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 | $157,005 | $57,606+172.5% | $67,313+133.2% | $75,289+108.5% |
| Participation rate | 99.4% | 68.2%+31.2pp | 69.1%+30.3pp | 72.4%+27.0pp |
| Annual return | -4.83% | -0.47%-4.4pp | -4.08%-0.7pp | -0.04%-4.8pp |
| Employer contribution / active EE | $9,076 | $2,206+311.3% | $2,566+253.7% | $2,405+277.4% |
| Participant deferral / active EE | $10,282 | $3,195+221.9% | $3,568+188.1% | $3,739+175.0% |
| Admin fee / account holder | $59 | $83-28.4% | $4,507-98.7% | $102-42.1% |