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 | $107,218+18.3% | $115,768+9.6% | $79,634+59.3% |
| Participation rate | 97.8% | 76.8%+21.0pp | 74.4%+23.4pp | 62.5%+35.3pp |
| Annual return | 15.74% | 15.41%+0.3pp | 100.46%-84.7pp | 36.46%-20.7pp |
| Employer contribution / active EE | $3,436 | $3,627-5.3% | $2,940+16.9% | $2,529+35.8% |
| Participant deferral / active EE | $9,362 | $5,091+83.9% | $4,917+90.4% | $3,835+144.2% |
| Admin fee / account holder | $200 | $576-65.3% | $12,439-98.4% | $1,002-80.1% |