Filed February 25, 2021 (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 | $17,496 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,786 | $100,227+186.1% | $169,993+68.7% | $74,419+285.4% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.0%+9.1pp | 70.7%+25.4pp |
| Annual return | 14.57% | 66.08%-51.5pp | 53.37%-38.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $4,474 | $4,263+4.9% | $6,785-34.1% | $2,637+69.6% |
| Participant deferral / active EE | $9,559 | $7,143+33.8% | $10,408-8.1% | $4,528+111.1% |
| Admin fee / account holder | $15 | $234-93.8% | $12,815-99.9% | $348-95.8% |