Filed November 30, 2023 (most recent of 2 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 | $1,969 |
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 | $128,461 | $70,667+81.8% | $123,104+4.4% | $52,331+145.5% |
| Participation rate | 96.9% | 83.7%+13.1pp | 86.8%+10.1pp | 68.1%+28.8pp |
| Annual return | 3.38% | 6.23%-2.9pp | 13.22%-9.8pp | 4.54%-1.2pp |
| Employer contribution / active EE | $6,643 | $2,946+125.5% | $5,151+29.0% | $1,882+253.0% |
| Participant deferral / active EE | $3,775 | $4,493-16.0% | $6,230-39.4% | $3,022+24.9% |
| Admin fee / account holder | $10 | $506-98.1% | $9,015-99.9% | $592-98.3% |