Filed June 30, 2021 (most recent of 2 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 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 | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,976 | $58,879-32.1% | $178,490-77.6% | $73,488-45.6% |
| Participation rate | 44.7% | 66.2%-21.6pp | 81.9%-37.3pp | 70.7%-26.0pp |
| Annual return | 30.28% | 24.86%+5.4pp | 151.07%-120.8pp | 28.51%+1.8pp |
| Employer contribution / active EE | $1,203 | $2,236-46.2% | $5,011-76.0% | $2,270-47.0% |
| Participant deferral / active EE | $2,572 | $2,567+0.2% | $5,202-50.6% | $3,740-31.2% |
| Admin fee / account holder | $1 | $400-99.7% | $13,984-100.0% | $513-99.8% |