Filed October 4, 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 | $3,372 |
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 | $108,260 | $89,739+20.6% | $149,718-27.7% | $62,292+73.8% |
| Participation rate | 93.8% | 85.1%+8.7pp | 87.1%+6.7pp | 69.5%+24.3pp |
| Annual return | 68.73% | 21.01%+47.7pp | 1501.63%-1432.9pp | 28.90%+39.8pp |
| Employer contribution / active EE | $2,837 | $3,233-12.2% | $5,445-47.9% | $2,042+38.9% |
| Participant deferral / active EE | $3,810 | $4,797-20.6% | $6,569-42.0% | $3,169+20.2% |
| Admin fee / account holder | $13 | $551-97.7% | $11,283-99.9% | $479-97.3% |