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 | $106,408 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $26,000 |
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 | $123,198 | $92,055+33.8% | $106,213+16.0% | $77,643+58.7% |
| Participation rate | 99.1% | 81.0%+18.0pp | 75.3%+23.8pp | 70.6%+28.5pp |
| Annual return | 16.28% | 17.91%-1.6pp | 116.14%-99.9pp | 31.24%-15.0pp |
| Employer contribution / active EE | $4 | $3,367-99.9% | $3,171-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $6,565 | $5,386+21.9% | $5,016+30.9% | $4,647+41.3% |
| Admin fee / account holder | $114 | $219-47.8% | $11,033-99.0% | $430-73.4% |