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 | $3,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,463 | $130,194-14.4% | $169,993-34.4% | $71,457+56.0% |
| Participation rate | 89.8% | 86.1%+3.7pp | 87.0%+2.8pp | 67.9%+21.9pp |
| Annual return | 21.41% | 20.37%+1.0pp | 53.37%-32.0pp | 28.85%-7.4pp |
| Employer contribution / active EE | $5,406 | $4,381+23.4% | $6,785-20.3% | $2,588+108.9% |
| Participant deferral / active EE | $6,780 | $6,923-2.1% | $10,408-34.9% | $4,289+58.1% |
| Admin fee / account holder | $25 | $966-97.4% | $12,815-99.8% | $1,587-98.4% |