Filed February 25, 2022
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 10-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 | -$19,400 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,468 | $65,223+18.8% | $80,019-3.2% | $55,725+39.0% |
| Participation rate | 96.0% | 80.6%+15.4pp | 75.8%+20.2pp | 70.9%+25.1pp |
| Annual return | -5.89% | 7.59%-13.5pp | 11.22%-17.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $3,208 | $2,544+26.1% | $2,468+30.0% | $2,078+54.4% |
| Participant deferral / active EE | $5,097 | $3,881+31.3% | $3,686+38.3% | $3,356+51.9% |
| Admin fee / account holder | -$22 | $114-119.2% | $6,521-100.3% | $115-119.0% |