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 | $96,023 |
INSERO & CO. CPAS, LLP3 years Service code 10 · EIN 47-5324570 | Accounting | $32,000 |
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 | $131,947 | $104,919+25.8% | $116,228+13.5% | $85,563+54.2% |
| Participation rate | 85.9% | 78.6%+7.3pp | 74.6%+11.4pp | 66.0%+19.9pp |
| Annual return | 15.28% | 15.38%-0.1pp | 90.06%-74.8pp | 31.51%-16.2pp |
| Employer contribution / active EE | $116 | $3,485-96.7% | $2,994-96.1% | $2,654-95.6% |
| Participant deferral / active EE | $5,720 | $5,306+7.8% | $4,953+15.5% | $4,375+30.7% |
| Admin fee / account holder | $119 | $429-72.3% | $11,989-99.0% | $834-85.8% |