Filed October 4, 2021 (most recent of 2 filings on file)
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 35-0145825 | Loan Processing | $32,188 |
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 | $42,311 | $62,928-32.8% | $172,739-75.5% | $67,579-37.4% |
| Participation rate | 83.3% | 64.5%+18.8pp | 82.6%+0.6pp | 71.3%+12.0pp |
| Annual return | 24.91% | 30.36%-5.4pp | 802.84%-777.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,322 | $1,636-19.2% | $5,143-74.3% | $2,148-38.4% |
| Participant deferral / active EE | $2,570 | $2,145+19.8% | $5,198-50.6% | $3,539-27.4% |
| Admin fee / account holder | $28 | $167-83.3% | $13,954-99.8% | $142-80.5% |