Filed November 23, 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 | $1,194 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,242 | $41,854-6.2% | $73,843-46.9% | $52,331-25.0% |
| Participation rate | 98.3% | 66.2%+32.0pp | 73.4%+24.8pp | 68.1%+30.2pp |
| Annual return | 0.02% | 2.11%-2.1pp | 2267.84%-2267.8pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,882 | $1,920-2.0% | $2,787-32.5% | $1,8820% |
| Participant deferral / active EE | $3,505 | $2,498+40.3% | $3,583-2.2% | $3,022+16.0% |
| Admin fee / account holder | $11 | $493-97.8% | $4,880-99.8% | $592-98.2% |