Filed November 17, 2021 (most recent of 3 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 | $1,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,452 | $36,916-1.3% | $156,549-76.7% | $57,658-36.8% |
| Participation rate | 36.9% | 63.4%-26.5pp | 84.0%-47.1pp | 70.2%-33.3pp |
| Annual return | 7.65% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $122 | $1,571-92.2% | $5,501-97.8% | $1,974-93.8% |
| Participant deferral / active EE | $1,697 | $1,926-11.9% | $4,871-65.2% | $3,061-44.6% |
| Admin fee / account holder | $4 | $82-95.7% | $13,027-100.0% | $95-96.3% |