Filed February 25, 2021
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 4-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 12 · EIN 13-3689044 | Participant loan processing; Float re... | $285,784 |
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 | $12,336 | $50,127-75.4% | $149,673-91.8% | $80,160-84.6% |
| Participation rate | 98.3% | 64.3%+34.0pp | 78.8%+19.5pp | 72.9%+25.3pp |
| Annual return | 41.04% | 29.82%+11.2pp | 134.42%-93.4pp | 40.38%+0.7pp |
| Employer contribution / active EE | $2,585 | $1,865+38.6% | $4,818-46.4% | $2,978-13.2% |
| Participant deferral / active EE | $3,247 | $3,194+1.7% | $5,680-42.8% | $5,017-35.3% |
| Admin fee / account holder | $62 | $153-59.4% | $13,210-99.5% | $145-57.2% |