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 | -$9,013 |
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 | $136,381 | $52,670+158.9% | $90,404+50.9% | $73,409+85.8% |
| Participation rate | 99.4% | 67.7%+31.8pp | 72.7%+26.7pp | 72.2%+27.2pp |
| Annual return | 26.25% | 20.70%+5.5pp | 1293.02%-1266.8pp | 59.29%-33.0pp |
| Employer contribution / active EE | $3,408 | $1,872+82.1% | $3,262+4.5% | $2,234+52.6% |
| Participant deferral / active EE | $10,848 | $2,807+286.5% | $3,963+173.7% | $3,805+185.1% |
| Admin fee / account holder | -$10 | $117-108.8% | $5,611-100.2% | $158-106.5% |