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 | -$1,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,566 | $98,463+77.3% | $119,258+46.4% | $85,850+103.3% |
| Participation rate | 98.9% | 77.6%+21.3pp | 82.7%+16.2pp | 69.3%+29.6pp |
| Annual return | 15.49% | 38.53%-23.0pp | 30.69%-15.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,392 | $3,698-35.3% | $4,384-45.4% | $2,565-6.8% |
| Participant deferral / active EE | $11,113 | $4,942+124.9% | $6,111+81.8% | $3,952+181.2% |
| Admin fee / account holder | -$11 | $7,493-100.1% | $7,226-100.2% | $6,260-100.2% |