Filed June 15, 2021
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 | $24,398 |
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 | $39,624 | $168,231-76.4% | $67,834-41.6% | $63,975-38.1% |
| Participation rate | 72.6% | 66.8%+5.8pp | 68.8%+3.8pp | 71.1%+1.5pp |
| Annual return | 9.51% | 11.76%-2.2pp | 138.47%-129.0pp | 48.65%-39.1pp |
| Employer contribution / active EE | $1,334 | $1,907-30.0% | $2,403-44.5% | $2,182-38.8% |
| Participant deferral / active EE | $3,777 | $2,827+33.6% | $3,160+19.5% | $3,356+12.5% |
| Admin fee / account holder | $19 | $81-76.8% | $4,622-99.6% | $70-73.5% |