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 | $800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,880 | $47,977+4.0% | $154,107-67.6% | $56,287-11.4% |
| Participation rate | 87.9% | 66.2%+21.7pp | 83.0%+4.9pp | 69.9%+18.1pp |
| Annual return | -7.28% | 3.54%-10.8pp | 735.12%-742.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $4,236 | $2,169+95.3% | $5,298-20.0% | $2,111+100.7% |
| Participant deferral / active EE | $6,225 | $2,392+160.3% | $5,081+22.5% | $3,350+85.8% |
| Admin fee / account holder | $4 | $438-99.2% | $13,411-100.0% | $521-99.3% |