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 | -$2,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,294 | $79,633+52.3% | $93,789+29.3% | $68,494+77.1% |
| Participation rate | 98.9% | 75.4%+23.5pp | 81.0%+17.9pp | 67.9%+31.0pp |
| Annual return | -14.96% | -0.10%-14.9pp | -11.33%-3.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,421 | $3,665-33.9% | $4,323-44.0% | $2,596-6.7% |
| Participant deferral / active EE | $11,844 | $5,158+129.6% | $6,094+94.3% | $4,027+194.1% |
| Admin fee / account holder | -$18 | $6,871-100.3% | $7,195-100.2% | $5,403-100.3% |