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 | -$4,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,630 | $103,966+20.8% | $112,887+11.3% | $75,163+67.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 24.86% | 24.54%+0.3pp | 34.10%-9.2pp | 160.62%-135.8pp |
| Employer contribution / active EE | $2,272 | $3,870-41.3% | $4,563-50.2% | $2,670-14.9% |
| Participant deferral / active EE | $11,008 | $5,456+101.8% | $6,513+69.0% | $4,125+166.9% |
| Admin fee / account holder | -$34 | $7,663-100.4% | $7,047-100.5% | $5,651-100.6% |