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 | $65,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,861 | $84,948-22.5% | $70,449-6.5% | $73,409-10.3% |
| Participation rate | 38.3% | 79.9%-41.7pp | 75.1%-36.8pp | 72.2%-33.9pp |
| Annual return | 13.71% | 13.39%+0.3pp | 109.03%-95.3pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,002 | $2,834-64.6% | $2,737-63.4% | $2,234-55.1% |
| Participant deferral / active EE | $2,168 | $3,387-36.0% | $3,709-41.5% | $3,805-43.0% |
| Admin fee / account holder | $152 | $98+54.6% | $3,845-96.1% | $158-3.9% |