Filed January 20, 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 | -$115,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,514 | $112,623+84.3% | $106,213+95.4% | $199,593+4.0% |
| Participation rate | 99.1% | 86.2%+12.9pp | 75.3%+23.8pp | 72.0%+27.2pp |
| Annual return | 14.21% | 15.57%-1.4pp | 116.14%-101.9pp | 34.25%-20.0pp |
| Employer contribution / active EE | $5,921 | $4,575+29.4% | $3,171+86.7% | $3,034+95.1% |
| Participant deferral / active EE | $16,156 | $6,659+142.6% | $5,016+222.1% | $5,087+217.6% |
| Admin fee / account holder | $20 | $107-81.4% | $11,033-99.8% | $269-92.6% |