Filed January 7, 2022 (most recent of 4 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 | $2,194 |
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 | $55,939 | $53,412+4.7% | $68,509-18.3% | $52,331+6.9% |
| Participation rate | 78.8% | 71.7%+7.1pp | 74.7%+4.0pp | 68.1%+10.7pp |
| Annual return | 1.32% | 3.42%-2.1pp | 8.27%-6.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $889 | $1,607-44.7% | $2,278-61.0% | $1,882-52.8% |
| Participant deferral / active EE | $2,775 | $2,688+3.2% | $3,382-18.0% | $3,022-8.2% |
| Admin fee / account holder | $15 | $461-96.7% | $5,275-99.7% | $592-97.5% |