Filed January 31, 2023 (most recent of 6 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 | $1,539,070 |
CALLAN LLC6 years Service code 16 · EIN 94-2192581 | Consulting | $566,667 |
ALIGHT SOLUTIONS LLC3 years Service code 16 · EIN 82-1061233 | Consulting | $58,936 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,862 | $161,802+21.1% | $96,544+102.9% | $96,393+103.2% |
| Participation rate | 95.0% | 92.5%+2.6pp | 76.0%+19.1pp | 71.3%+23.7pp |
| Annual return | 26.94% | 18.41%+8.5pp | 25.84%+1.1pp | 22.88%+4.1pp |
| Employer contribution / active EE | $6,907 | $5,381+28.4% | $2,965+133.0% | $3,238+113.3% |
| Participant deferral / active EE | $8,194 | $8,927-8.2% | $4,851+68.9% | $5,455+50.2% |
| Admin fee / account holder | $58 | $61-4.5% | $8,252-99.3% | $74-21.3% |