Filed May 16, 2023 (most recent of 4 filings on file)
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 51-0396365 | Loan Processing | $40,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,986 | $70,083-30.1% | $59,878-18.2% | $55,725-12.1% |
| Participation rate | 28.8% | 78.4%-49.5pp | 74.7%-45.9pp | 70.9%-42.0pp |
| Annual return | -4.28% | 3.13%-7.4pp | 3.46%-7.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,248 | $2,878-56.7% | $2,722-54.2% | $2,078-40.0% |
| Participant deferral / active EE | $1,449 | $3,079-52.9% | $3,402-57.4% | $3,356-56.8% |
| Admin fee / account holder | $92 | $70+30.6% | $3,590-97.4% | $115-20.3% |