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 | $9,844 |
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 | $96,810 | $80,005+21.0% | $140,016-30.9% | $55,725+73.7% |
| Participation rate | 98.8% | 87.0%+11.8pp | 87.5%+11.3pp | 70.9%+27.9pp |
| Annual return | -5.33% | 0.46%-5.8pp | 651.12%-656.4pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,773 | $3,403+10.9% | $5,606-32.7% | $2,078+81.5% |
| Participant deferral / active EE | $8,943 | $5,264+69.9% | $6,927+29.1% | $3,356+166.5% |
| Admin fee / account holder | $9 | $116-92.2% | $10,705-99.9% | $115-92.2% |