Filed February 28, 2022 (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 04-2647786 | Loan Processing | $58,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,532 | $104,697+56.2% | $96,544+69.4% | $80,160+104.0% |
| Participation rate | 90.8% | 86.4%+4.4pp | 76.0%+14.8pp | 72.9%+17.9pp |
| Annual return | 18.69% | 21.78%-3.1pp | 25.84%-7.2pp | 40.38%-21.7pp |
| Employer contribution / active EE | $4,299 | $3,536+21.6% | $2,965+45.0% | $2,978+44.4% |
| Participant deferral / active EE | $8,526 | $6,188+37.8% | $4,851+75.8% | $5,017+69.9% |
| Admin fee / account holder | $57 | $107-46.9% | $8,252-99.3% | $145-60.9% |