Filed March 2, 2022
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 | $2,894 |
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 | $100,405 | $41,854+139.9% | $73,843+36.0% | $52,331+91.9% |
| Participation rate | 98.8% | 66.2%+32.6pp | 73.4%+25.4pp | 68.1%+30.7pp |
| Annual return | -0.65% | 2.11%-2.8pp | 2267.84%-2268.5pp | 4.54%-5.2pp |
| Employer contribution / active EE | $5,879 | $1,920+206.1% | $2,787+110.9% | $1,882+212.4% |
| Participant deferral / active EE | $8,910 | $2,498+256.7% | $3,583+148.7% | $3,022+194.8% |
| Admin fee / account holder | $26 | $493-94.6% | $4,880-99.5% | $592-95.5% |