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 | $363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,679 | $61,156-33.5% | $185,823-78.1% | $79,386-48.8% |
| Participation rate | 50.3% | 66.6%-16.3pp | 81.7%-31.4pp | 70.7%-20.4pp |
| Annual return | 17.84% | 19.45%-1.6pp | 122.05%-104.2pp | 116.85%-99.0pp |
| Employer contribution / active EE | $1,277 | $2,321-45.0% | $5,167-75.3% | $2,427-47.4% |
| Participant deferral / active EE | $2,822 | $2,789+1.2% | $5,568-49.3% | $4,046-30.2% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |