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 | -$2,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,669 | $113,016+20.9% | $103,476+32.1% | $74,495+83.5% |
| Participation rate | 97.3% | 80.8%+16.5pp | 80.5%+16.8pp | 67.2%+30.1pp |
| Annual return | 18.47% | 23.24%-4.8pp | 23.90%-5.4pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $2,257 | $4,881-53.8% | $4,672-51.7% | $2,623-14.0% |
| Participant deferral / active EE | $11,020 | $7,279+51.4% | $6,623+66.4% | $4,346+153.6% |
| Admin fee / account holder | $17 | $1,709-99.0% | $9,413-99.8% | $1,942-99.1% |