Filed June 14, 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 |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,636 |
TIAA1+ years Service code 37 · EIN 13-1624203 | Loan Processing | $2,516 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,978 | $112,772-14.9% | $57,343+67.4% | $59,188+62.2% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.89% | 0.85%+1.0pp | 24.39%-22.5pp | 5.51%-3.6pp |
| Employer contribution / active EE | $6,384 | $3,400+87.7% | $2,689+137.5% | $2,098+204.3% |
| Participant deferral / active EE | $4,136 | $3,010+37.4% | $3,162+30.8% | $3,265+26.7% |
| Admin fee / account holder | $19 | $144-86.8% | $3,356-99.4% | $92-79.4% |