Filed August 29, 2022 (most recent of 5 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 6-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 | $20 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,274 | $88,370+121.0% | $112,977+72.8% | $79,858+144.5% |
| Participation rate | 97.7% | 76.8%+20.9pp | 82.6%+15.1pp | 69.6%+28.1pp |
| Annual return | 0.00% | 23.16%-23.2pp | 24.24%-24.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,071 | $3,398-39.0% | $4,255-51.3% | $2,471-16.2% |
| Participant deferral / active EE | $9,410 | $4,536+107.5% | $5,836+61.2% | $3,740+151.6% |
| Admin fee / account holder | $0 | $5,750-100.0% | $6,294-100.0% | $5,306-100.0% |