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 | $33,722 |
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 | $47,647 | $52,293-8.9% | $178,490-73.3% | $73,409-35.1% |
| Participation rate | 86.0% | 65.3%+20.6pp | 81.9%+4.1pp | 72.2%+13.8pp |
| Annual return | 19.51% | 34.75%-15.2pp | 151.07%-131.6pp | 59.29%-39.8pp |
| Employer contribution / active EE | $1,286 | $1,735-25.9% | $5,011-74.3% | $2,234-42.4% |
| Participant deferral / active EE | $2,788 | $2,332+19.5% | $5,202-46.4% | $3,805-26.7% |
| Admin fee / account holder | $22 | $127-83.1% | $13,984-99.8% | $158-86.4% |