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 | $37,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,263 | $78,339-7.8% | $85,682-15.7% | $93,030-22.3% |
| Participation rate | 96.9% | 72.5%+24.4pp | 69.9%+27.0pp | 73.9%+23.0pp |
| Annual return | 18.01% | 21.17%-3.2pp | 21.49%-3.5pp | 158.70%-140.7pp |
| Employer contribution / active EE | $5,014 | $2,560+95.8% | $2,618+91.5% | $2,706+85.3% |
| Participant deferral / active EE | $8,277 | $3,882+113.2% | $3,923+111.0% | $4,562+81.4% |
| Admin fee / account holder | $13 | $104-88.0% | $6,873-99.8% | $152-91.8% |