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 | $21,483 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,236 | $71,516+178.6% | $98,439+102.4% | $71,457+178.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 20.71% | 32.41%-11.7pp | 21.16%-0.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $9,254 | $2,399+285.8% | $3,048+203.6% | $2,588+257.6% |
| Participant deferral / active EE | $11,606 | $4,109+182.5% | $4,738+145.0% | $4,289+170.6% |
| Admin fee / account holder | $143 | $1,675-91.5% | $8,948-98.4% | $1,587-91.0% |