Filed May 13, 2022 (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 | $18,629 |
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 | $66,761 | $65,592+1.8% | $90,160-26.0% | $69,631-4.1% |
| Participation rate | 96.3% | 77.6%+18.7pp | 76.9%+19.4pp | 70.7%+25.6pp |
| Annual return | 23.25% | 57.10%-33.8pp | 34.88%-11.6pp | 27571.02%-27547.8pp |
| Employer contribution / active EE | $2,969 | $2,193+35.4% | $3,318-10.5% | $2,032+46.1% |
| Participant deferral / active EE | $6,534 | $5,257+24.3% | $5,288+23.6% | $3,224+102.7% |
| Admin fee / account holder | $48 | $86-44.5% | $5,943-99.2% | $110-57.0% |