Filed April 29, 2021
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 9-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 | $21,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,652 | $110,299-14.2% | $102,423-7.6% | $199,593-52.6% |
| Participation rate | 92.5% | 86.3%+6.3pp | 76.5%+16.0pp | 72.0%+20.6pp |
| Annual return | 14.28% | 35.73%-21.5pp | 29.32%-15.0pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,363 | $3,603-34.4% | $3,023-21.9% | $3,034-22.1% |
| Participant deferral / active EE | $4,560 | $6,376-28.5% | $5,053-9.7% | $5,087-10.3% |
| Admin fee / account holder | $11 | $122-91.0% | $9,451-99.9% | $269-95.9% |