Filed December 22, 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 9-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 | $67,356 |
Service code 27 · EIN 82-4516448 | Advisory (Plan) | $34,988 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,423 | $52,293+164.7% | $178,490-22.4% | $73,409+88.6% |
| Participation rate | 72.5% | 65.3%+7.2pp | 81.9%-9.4pp | 72.2%+0.3pp |
| Annual return | 16.02% | 34.75%-18.7pp | 151.07%-135.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $4,889 | $1,735+181.7% | $5,011-2.4% | $2,234+118.9% |
| Participant deferral / active EE | $7,145 | $2,332+206.4% | $5,202+37.4% | $3,805+87.8% |
| Admin fee / account holder | $258 | $127+102.9% | $13,984-98.2% | $158+63.7% |