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 | -$16,728 |
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 | $95,284 | $130,194-26.8% | $169,993-43.9% | $71,457+33.3% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.0%+10.5pp | 67.9%+29.6pp |
| Annual return | 16.82% | 20.37%-3.5pp | 53.37%-36.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $4,519 | $4,381+3.1% | $6,785-33.4% | $2,588+74.6% |
| Participant deferral / active EE | $5,957 | $6,923-14.0% | $10,408-42.8% | $4,289+38.9% |
| Admin fee / account holder | -$103 | $966-110.6% | $12,815-100.8% | $1,587-106.5% |