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 | $1,250 |
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 | $35,620 | $44,873-20.6% | $79,464-55.2% | $56,287-36.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.09% | 0.81%-6.9pp | 718.14%-724.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,801 | $2,140-15.8% | $2,800-35.7% | $2,111-14.7% |
| Participant deferral / active EE | $3,523 | $2,746+28.3% | $3,704-4.9% | $3,350+5.2% |
| Admin fee / account holder | $16 | $418-96.1% | $5,113-99.7% | $521-96.9% |