Filed May 4, 2021 (most recent of 5 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 | -$12,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,339 | $86,897-20.2% | $151,611-54.3% | $64,808+7.0% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.5%+10.6pp | 71.5%+26.6pp |
| Annual return | -9.64% | -3.57%-6.1pp | 3.33%-13.0pp | 32.82%-42.5pp |
| Employer contribution / active EE | $6,620 | $4,010+65.1% | $6,166+7.4% | $2,506+164.2% |
| Participant deferral / active EE | $5,282 | $6,690-21.0% | $8,363-36.8% | $4,310+22.5% |
| Admin fee / account holder | -$15 | $153-110.1% | $11,616-100.1% | $188-108.2% |