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 | $1,063 |
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 | $49,254 | $50,637-2.7% | $86,590-43.1% | $62,292-20.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.26% | 20.80%-3.5pp | 964.84%-947.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,275 | $2,075+9.6% | $2,839-19.9% | $2,042+11.4% |
| Participant deferral / active EE | $4,255 | $2,611+62.9% | $3,609+17.9% | $3,169+34.3% |
| Admin fee / account holder | $14 | $413-96.5% | $4,906-99.7% | $479-97.0% |