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 | $1,856 |
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 | $59,814 | $56,629+5.6% | $77,999-23.3% | $55,167+8.4% |
| Participation rate | 84.3% | 73.3%+11.0pp | 75.5%+8.8pp | 69.0%+15.4pp |
| Annual return | 6.70% | 2866.98%-2860.3pp | 425.96%-419.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $876 | $1,723-49.2% | $2,470-64.5% | $1,963-55.4% |
| Participant deferral / active EE | $3,039 | $2,777+9.4% | $3,497-13.1% | $3,054-0.5% |
| Admin fee / account holder | $17 | $467-96.3% | $5,480-99.7% | $504-96.6% |