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 | -$110,925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,293 | $63,321-9.5% | $68,791-16.7% | $77,904-26.5% |
| Participation rate | 95.4% | 71.1%+24.3pp | 69.0%+26.4pp | 73.7%+21.8pp |
| Annual return | -18.11% | -6.50%-11.6pp | -6.38%-11.7pp | 12.21%-30.3pp |
| Employer contribution / active EE | $4,969 | $2,794+77.9% | $2,655+87.2% | $2,848+74.5% |
| Participant deferral / active EE | $8,420 | $4,029+109.0% | $3,941+113.7% | $4,806+75.2% |
| Admin fee / account holder | $13 | $104-87.1% | $4,932-99.7% | $133-89.9% |