Filed June 3, 2022
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 | $34,806 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,134 |
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 | $81,162 | $54,590+48.7% | $81,930-0.9% | $73,488+10.4% |
| Participation rate | 87.0% | 68.3%+18.7pp | 72.0%+15.0pp | 70.7%+16.3pp |
| Annual return | 12.55% | 17.74%-5.2pp | 29.49%-16.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,727 | $1,636+66.7% | $4,310-36.7% | $2,270+20.1% |
| Participant deferral / active EE | $5,156 | $2,759+86.9% | $7,107-27.5% | $3,740+37.9% |
| Admin fee / account holder | $243 | $592-59.0% | $5,158-95.3% | $513-52.7% |