Filed April 26, 2021 (most recent of 4 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 04-2647786 | Loan Processing | $78,526 |
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 | $123,119 | $88,874+38.5% | $123,544-0.3% | $75,289+63.5% |
| Participation rate | 92.7% | 75.9%+16.9pp | 82.3%+10.4pp | 72.4%+20.3pp |
| Annual return | 9.82% | 4.22%+5.6pp | 119.20%-109.4pp | -0.04%+9.9pp |
| Employer contribution / active EE | $6,775 | $3,256+108.1% | $4,628+46.4% | $2,405+181.7% |
| Participant deferral / active EE | $7,059 | $6,174+14.3% | $6,426+9.9% | $3,739+88.8% |
| Admin fee / account holder | $5 | $95-94.2% | $9,284-99.9% | $102-94.6% |