Filed August 3, 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 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 | $104,128 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $76,033 |
TANNER LLC2 years Service code 10 · EIN 20-2253063 | Accounting | $37,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,830 | $104,919+20.9% | $116,228+9.1% | $85,563+48.2% |
| Participation rate | 97.8% | 78.6%+19.2pp | 74.6%+23.2pp | 66.0%+31.8pp |
| Annual return | 15.74% | 15.38%+0.4pp | 90.06%-74.3pp | 31.51%-15.8pp |
| Employer contribution / active EE | $3,436 | $3,485-1.4% | $2,994+14.7% | $2,654+29.5% |
| Participant deferral / active EE | $9,362 | $5,306+76.4% | $4,953+89.0% | $4,375+114.0% |
| Admin fee / account holder | $200 | $429-53.4% | $11,989-98.3% | $834-76.1% |