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 | $33,902 |
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 | $45,400 | $65,292-30.5% | $71,671-36.7% | $77,958-41.8% |
| Participation rate | 80.3% | 67.4%+12.9pp | 68.7%+11.5pp | 71.6%+8.6pp |
| Annual return | 19.02% | 21.25%-2.2pp | 20.65%-1.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $2,514 | $2,085+20.6% | $2,460+2.2% | $2,310+8.8% |
| Participant deferral / active EE | $5,052 | $3,008+67.9% | $3,438+47.0% | $3,537+42.9% |
| Admin fee / account holder | $22 | $84-73.7% | $5,558-99.6% | $97-77.2% |