Filed November 20, 2019 (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 | $1,044 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,025 | $121,341-41.5% | $189,513-62.5% | $79,386-10.5% |
| Participation rate | 87.7% | 86.1%+1.6pp | 87.8%-0.1pp | 70.7%+17.0pp |
| Annual return | 16.44% | 21.08%-4.6pp | 555.15%-538.7pp | 116.85%-100.4pp |
| Employer contribution / active EE | $2,146 | $3,915-45.2% | $6,162-65.2% | $2,427-11.6% |
| Participant deferral / active EE | $3,483 | $6,395-45.5% | $8,221-57.6% | $4,046-13.9% |
| Admin fee / account holder | $7 | $651-98.9% | $12,045-99.9% | $626-98.8% |