Filed September 13, 2020
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 | $22,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,455 | $45,602+170.7% | $117,472+5.1% | $66,914+84.5% |
| Participation rate | 85.2% | 57.6%+27.6pp | 70.6%+14.6pp | 69.8%+15.4pp |
| Annual return | -19.76% | -16.74%-3.0pp | 29.74%-49.5pp | 1.58%-21.3pp |
| Employer contribution / active EE | $4,169 | $1,579+164.1% | $4,176-0.2% | $2,544+63.9% |
| Participant deferral / active EE | $9,091 | $2,845+219.5% | $4,070+123.3% | $4,237+114.6% |
| Admin fee / account holder | $159 | $661-76.0% | $5,645-97.2% | $593-73.2% |