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 | $10,131 |
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 | $104,110 | $81,537+27.7% | $149,718-30.5% | $69,631+49.5% |
| Participation rate | 98.4% | 86.1%+12.2pp | 87.1%+11.3pp | 70.7%+27.7pp |
| Annual return | 21.58% | 22.79%-1.2pp | 1501.63%-1480.1pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $3,506 | $3,239+8.2% | $5,445-35.6% | $2,032+72.5% |
| Participant deferral / active EE | $8,468 | $4,994+69.6% | $6,569+28.9% | $3,224+162.7% |
| Admin fee / account holder | $10 | $107-90.8% | $11,283-99.9% | $110-91.1% |