Filed February 24, 2023 (most recent of 2 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 04-2647786 | Loan Processing | $7,938 |
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 | $78,291 | $68,413+14.4% | $123,104-36.4% | $55,191+41.9% |
| Participation rate | 98.1% | 84.5%+13.5pp | 86.8%+11.3pp | 69.2%+28.9pp |
| Annual return | 0.35% | 6.30%-5.9pp | 13.22%-12.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,497 | $3,050+14.6% | $5,151-32.1% | $1,899+84.2% |
| Participant deferral / active EE | $7,815 | $4,490+74.0% | $6,230+25.4% | $3,046+156.5% |
| Admin fee / account holder | $9 | $88-89.9% | $9,015-99.9% | $91-90.2% |