Filed May 3, 2022 (most recent of 17 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 | -$1,694 |
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 | $100,096 | $82,546+21.3% | $140,016-28.5% | $75,289+32.9% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 72.4%+9.3pp |
| Annual return | -2.40% | -0.36%-2.0pp | 651.12%-653.5pp | -0.04%-2.4pp |
| Employer contribution / active EE | $3,469 | $3,856-10.0% | $5,606-38.1% | $2,405+44.3% |
| Participant deferral / active EE | $11,195 | $5,731+95.3% | $6,927+61.6% | $3,739+199.4% |
| Admin fee / account holder | -$2 | $86-102.0% | $10,705-100.0% | $102-101.7% |