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 | $1,138 |
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 | $43,562 | $43,423+0.3% | $78,689-44.6% | $55,167-21.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 8.51% | 11.53%-3.0pp | 62.18%-53.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,049 | $1,997+2.6% | $2,851-28.1% | $1,963+4.4% |
| Participant deferral / active EE | $4,112 | $2,509+63.9% | $3,517+16.9% | $3,054+34.6% |
| Admin fee / account holder | $11 | $416-97.3% | $4,510-99.7% | $504-97.8% |