Filed March 17, 2021 (most recent of 3 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 35-0145825 | Loan Processing | $38,022 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,389 | $432,047-70.1% | $151,611-14.7% | - |
| Participation rate | 88.9% | 83.9%+5.0pp | 87.5%+1.4pp | - |
| Annual return | -12.09% | -11.21%-0.9pp | 3.33%-15.4pp | - |
| Employer contribution / active EE | $6,546 | $4,228+54.8% | $6,166+6.2% | - |
| Participant deferral / active EE | $4,209 | $7,208-41.6% | $8,363-49.7% | - |
| Admin fee / account holder | $5 | $147,941-100.0% | $11,616-100.0% | - |