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 | $2,244 |
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 | $113,172 | $43,423+160.6% | $78,689+43.8% | $55,167+105.1% |
| Participation rate | 98.9% | 68.0%+30.9pp | 73.6%+25.3pp | 69.0%+29.9pp |
| Annual return | 8.66% | 11.53%-2.9pp | 62.18%-53.5pp | 169.23%-160.6pp |
| Employer contribution / active EE | $6,139 | $1,997+207.4% | $2,851+115.3% | $1,963+212.8% |
| Participant deferral / active EE | $9,054 | $2,509+260.9% | $3,517+157.4% | $3,054+196.4% |
| Admin fee / account holder | $22 | $416-94.7% | $4,510-99.5% | $504-95.7% |