Filed June 15, 2021 (most recent of 2 filings on file)
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 | -$11,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,749 | $121,341-7.9% | $189,513-41.0% | $79,386+40.8% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.8%+9.6pp | 70.7%+26.7pp |
| Annual return | 13.20% | 21.08%-7.9pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $4,591 | $3,915+17.3% | $6,162-25.5% | $2,427+89.1% |
| Participant deferral / active EE | $5,649 | $6,395-11.7% | $8,221-31.3% | $4,046+39.6% |
| Admin fee / account holder | -$70 | $651-110.8% | $12,045-100.6% | $626-111.2% |