Filed May 17, 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 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 | $450 |
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 | $53,527 | $46,732+14.5% | $156,549-65.8% | $55,167-3.0% |
| Participation rate | 88.3% | 65.8%+22.6pp | 84.0%+4.3pp | 69.0%+19.4pp |
| Annual return | 9.03% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $5,814 | $2,105+176.2% | $5,501+5.7% | $1,963+196.2% |
| Participant deferral / active EE | $6,494 | $2,204+194.6% | $4,871+33.3% | $3,054+112.6% |
| Admin fee / account holder | $3 | $418-99.3% | $13,027-100.0% | $504-99.4% |