Filed December 9, 2024 (most recent of 5 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 | $1,569 |
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 | $134,809 | $49,177+174.1% | $79,464+69.6% | $64,186+110.0% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.6pp | 69.6%+27.4pp |
| Annual return | -5.01% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $8,781 | $2,076+322.9% | $2,800+213.5% | $2,381+268.8% |
| Participant deferral / active EE | $7,370 | $2,821+161.2% | $3,704+99.0% | $3,470+112.4% |
| Admin fee / account holder | $11 | $3,839-99.7% | $5,113-99.8% | $4,888-99.8% |