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 | $13,148 |
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 | $191,720 | $67,598+183.6% | $75,886+152.6% | $77,787+146.5% |
| Participation rate | 99.3% | 69.6%+29.8pp | 69.3%+30.1pp | 73.2%+26.1pp |
| Annual return | 24.72% | 23.18%+1.5pp | 30.76%-6.0pp | 32.57%-7.9pp |
| Employer contribution / active EE | $9,265 | $2,430+281.3% | $2,500+270.6% | $2,504+270.0% |
| Participant deferral / active EE | $11,016 | $3,502+214.6% | $3,603+205.8% | $3,967+177.7% |
| Admin fee / account holder | $19 | $96-80.1% | $5,418-99.6% | $100-80.8% |