Filed April 28, 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 37 · EIN 04-2647786 | Loan Processing | -$9,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,260 | $79,428+135.8% | $106,548+75.8% | $79,386+135.9% |
| Participation rate | 99.5% | 74.1%+25.4pp | 76.1%+23.4pp | 70.7%+28.8pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $5,926 | $2,234+165.2% | $2,819+110.2% | $2,427+144.1% |
| Participant deferral / active EE | $6,020 | $3,823+57.5% | $4,398+36.9% | $4,046+48.8% |
| Admin fee / account holder | $7 | $523-98.6% | $7,407-99.9% | $626-98.8% |