Filed May 18, 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 9-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 | -$1,591 |
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 | $124,064 | $63,905+94.1% | $74,183+67.2% | $57,658+115.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 0.00% | 60.60%-60.6pp | 17.74%-17.7pp | 5.13%-5.1pp |
| Employer contribution / active EE | $9,682 | $1,840+426.1% | $2,370+308.5% | $1,974+390.5% |
| Participant deferral / active EE | $9,340 | $3,448+170.9% | $3,550+163.1% | $3,061+205.2% |
| Admin fee / account holder | -$3 | $91-103.8% | $5,586-100.1% | $95-103.6% |