Filed June 29, 2023 (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 | -$3,502 |
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 | $99,009 | $43,999+125.0% | $79,464+24.6% | $55,725+77.7% |
| Participation rate | 99.7% | 66.9%+32.8pp | 73.3%+26.4pp | 70.9%+28.8pp |
| Annual return | -2.54% | 1.81%-4.3pp | 718.14%-720.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $4,626 | $1,830+152.8% | $2,800+65.2% | $2,078+122.6% |
| Participant deferral / active EE | $9,466 | $2,538+272.9% | $3,704+155.6% | $3,356+182.1% |
| Admin fee / account holder | -$1 | $118-101.2% | $5,113-100.0% | $115-101.3% |