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 27 · EIN 47-1411118 | Advisory (Plan) | $35,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,517 | $59,584+43.5% | $86,874-1.6% | $79,386+7.7% |
| Participation rate | 93.2% | 67.7%+25.5pp | 71.6%+21.6pp | 70.7%+22.5pp |
| Annual return | 15.88% | 23.15%-7.3pp | 63.52%-47.6pp | 116.85%-101.0pp |
| Employer contribution / active EE | $3,696 | $1,768+109.1% | $2,495+48.1% | $2,427+52.2% |
| Participant deferral / active EE | $7,100 | $3,036+133.8% | $3,699+91.9% | $4,046+75.5% |
| Admin fee / account holder | $253 | $604-58.1% | $5,828-95.7% | $626-59.6% |