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 | $6,467 |
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 | $40,558 | $57,606-29.6% | $67,313-39.7% | $75,289-46.1% |
| Participation rate | 86.1% | 68.2%+17.9pp | 69.1%+17.1pp | 72.4%+13.7pp |
| Annual return | -3.87% | -0.47%-3.4pp | -4.08%+0.2pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2,778 | $2,206+25.9% | $2,566+8.3% | $2,405+15.5% |
| Participant deferral / active EE | $5,441 | $3,195+70.3% | $3,568+52.5% | $3,739+45.5% |
| Admin fee / account holder | $3 | $83-96.0% | $4,507-99.9% | $102-96.8% |