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 | $78,472 |
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 | $70,908 | $94,833-25.2% | $75,696-6.3% | $86,799-18.3% |
| Participation rate | 30.6% | 79.1%-48.5pp | 74.8%-44.2pp | 72.3%-41.7pp |
| Annual return | 13.29% | 16.91%-3.6pp | 104.53%-91.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,562 | $2,904-46.2% | $2,743-43.0% | $2,405-35.1% |
| Participant deferral / active EE | $1,839 | $3,632-49.4% | $3,821-51.9% | $4,131-55.5% |
| Admin fee / account holder | $185 | $109+70.4% | $3,619-94.9% | $170+9.2% |