Filed July 7, 2021
Total covered: 12 employees
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 35-2552359 | Advisory (Plan) | $24,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,380 | $58,879-28.0% | $178,490-76.3% | $73,488-42.3% |
| Participation rate | 90.7% | 66.2%+24.5pp | 81.9%+8.7pp | 70.7%+20.0pp |
| Annual return | 15.50% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,039 | $2,236-8.8% | $5,011-59.3% | $2,270-10.2% |
| Participant deferral / active EE | $4,147 | $2,567+61.5% | $5,202-20.3% | $3,740+10.9% |
| Admin fee / account holder | $93 | $400-76.7% | $13,984-99.3% | $513-81.8% |