Filed November 22, 2021 (most recent of 2 filings on file)
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 | $10,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,989 | $62,324+63.6% | $68,509+48.9% | $55,191+84.8% |
| Participation rate | 95.1% | 78.9%+16.2pp | 74.7%+20.4pp | 69.2%+25.9pp |
| Annual return | 3.08% | 4.26%-1.2pp | 8.27%-5.2pp | 10.78%-7.7pp |
| Employer contribution / active EE | $1,773 | $2,223-20.2% | $2,278-22.1% | $1,899-6.6% |
| Participant deferral / active EE | $6,309 | $3,425+84.2% | $3,382+86.5% | $3,046+107.1% |
| Admin fee / account holder | $23 | $91-75.3% | $5,275-99.6% | $91-75.2% |