Filed January 3, 2025 (most recent of 3 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 | $98,428 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $22,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,556 | $84,784+30.4% | $98,439+12.3% | $74,419+48.6% |
| Participation rate | 96.2% | 81.5%+14.7pp | 75.2%+21.1pp | 70.7%+25.5pp |
| Annual return | 51.31% | 20.59%+30.7pp | 21.16%+30.2pp | 34.38%+16.9pp |
| Employer contribution / active EE | $116 | $3,364-96.5% | $3,048-96.2% | $2,637-95.6% |
| Participant deferral / active EE | $5,963 | $5,218+14.3% | $4,738+25.9% | $4,528+31.7% |
| Admin fee / account holder | $97 | $204-52.4% | $8,948-98.9% | $348-72.0% |