Filed April 14, 2021 (most recent of 3 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 8-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 | $14,765 |
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 | $66,153 | $131,799-49.8% | $200,582-67.0% | $85,563-22.7% |
| Participation rate | 94.5% | 87.9%+6.5pp | 86.9%+7.6pp | 66.0%+28.5pp |
| Annual return | 33.65% | 21.59%+12.1pp | 42.33%-8.7pp | 31.51%+2.1pp |
| Employer contribution / active EE | $5,007 | $4,532+10.5% | $6,419-22.0% | $2,654+88.7% |
| Participant deferral / active EE | $7,860 | $7,702+2.1% | $9,331-15.8% | $4,375+79.7% |
| Admin fee / account holder | $32 | $235-86.3% | $16,305-99.8% | $834-96.1% |