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 | $4,086 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,318 | $102,553-7.1% | $151,611-37.1% | $66,914+42.4% |
| Participation rate | 97.6% | 85.5%+12.1pp | 87.5%+10.1pp | 69.8%+27.8pp |
| Annual return | -18.35% | -10.82%-7.5pp | 3.33%-21.7pp | 1.58%-19.9pp |
| Employer contribution / active EE | $5,447 | $4,180+30.3% | $6,166-11.7% | $2,544+114.1% |
| Participant deferral / active EE | $6,125 | $6,641-7.8% | $8,363-26.8% | $4,237+44.6% |
| Admin fee / account holder | $22 | $630-96.6% | $11,616-99.8% | $593-96.3% |