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 | $5,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,625 | $58,879+25.0% | $178,490-58.8% | $73,488+0.2% |
| Participation rate | 95.5% | 66.2%+29.2pp | 81.9%+13.5pp | 70.7%+24.8pp |
| Annual return | 17.82% | 24.86%-7.0pp | 151.07%-133.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $6,783 | $2,236+203.3% | $5,011+35.4% | $2,270+198.8% |
| Participant deferral / active EE | $7,970 | $2,567+210.4% | $5,202+53.2% | $3,740+113.1% |
| Admin fee / account holder | $21 | $400-94.8% | $13,984-99.9% | $513-96.0% |