Filed January 20, 2023
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 | $1,356 |
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 | $136,823 | $60,165+127.4% | $74,183+84.4% | $55,167+148.0% |
| Participation rate | 95.3% | 74.2%+21.2pp | 76.6%+18.7pp | 69.0%+26.3pp |
| Annual return | 8.05% | 10.00%-1.9pp | 17.74%-9.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,559 | $1,600+60.0% | $2,370+8.0% | $1,963+30.4% |
| Participant deferral / active EE | $5,844 | $2,973+96.6% | $3,550+64.6% | $3,054+91.4% |
| Admin fee / account holder | $12 | $419-97.1% | $5,586-99.8% | $504-97.6% |