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 | $3,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,485 | $136,307-6.5% | $177,821-28.3% | $73,488+73.5% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.7%+8.7pp | 70.7%+25.7pp |
| Annual return | 23.29% | 18.68%+4.6pp | 48.32%-25.0pp | 28.51%-5.2pp |
| Employer contribution / active EE | $5,309 | $3,712+43.0% | $5,918-10.3% | $2,270+133.8% |
| Participant deferral / active EE | $5,799 | $5,829-0.5% | $7,714-24.8% | $3,740+55.1% |
| Admin fee / account holder | $18 | $596-97.0% | $12,427-99.9% | $513-96.5% |