Filed June 9, 2023
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 | $24,107 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,028 |
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 | $100,597 | $49,177+104.6% | $79,464+26.6% | $64,186+56.7% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | -6.72% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,640 | $2,076+219.8% | $2,800+137.1% | $2,381+178.9% |
| Participant deferral / active EE | $7,741 | $2,821+174.4% | $3,704+109.0% | $3,470+123.1% |
| Admin fee / account holder | $260 | $3,839-93.2% | $5,113-94.9% | $4,888-94.7% |