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 | $350 |
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 | $55,909 | $55,453+0.8% | $170,442-67.2% | $62,292-10.2% |
| Participation rate | 88.5% | 66.4%+22.1pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 21.81% | 21.38%+0.4pp | 205.93%-184.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $4,260 | $2,164+96.9% | $5,433-21.6% | $2,042+108.6% |
| Participant deferral / active EE | $5,509 | $2,303+139.2% | $4,939+11.5% | $3,169+73.8% |
| Admin fee / account holder | $2 | $455-99.6% | $13,880-100.0% | $479-99.6% |