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 | -$16,774 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,394 | $102,553-9.9% | $151,611-39.1% | $66,914+38.1% |
| Participation rate | 98.4% | 85.5%+12.9pp | 87.5%+10.9pp | 69.8%+28.6pp |
| Annual return | -17.51% | -10.82%-6.7pp | 3.33%-20.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $4,314 | $4,180+3.2% | $6,166-30.0% | $2,544+69.6% |
| Participant deferral / active EE | $5,353 | $6,641-19.4% | $8,363-36.0% | $4,237+26.4% |
| Admin fee / account holder | -$100 | $630-115.9% | $11,616-100.9% | $593-116.9% |