Filed January 12, 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 37 · EIN 04-2647786 | Loan Processing | $52,555 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,523 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,452 | $100,801-69.8% | $149,696-79.7% | $73,409-58.5% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 19.56% | 265.34%-245.8pp | 276.60%-257.0pp | 59.29%-39.7pp |
| Employer contribution / active EE | $1,645 | $3,312-50.3% | $4,644-64.6% | $2,234-26.4% |
| Participant deferral / active EE | $4,585 | $6,404-28.4% | $6,842-33.0% | $3,805+20.5% |
| Admin fee / account holder | $126 | $181-30.3% | $9,309-98.6% | $158-20.2% |