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 | $1,644 |
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 | $157,284 | $54,762+187.2% | $90,281+74.2% | $72,985+115.5% |
| Participation rate | 98.9% | 65.1%+33.7pp | 73.3%+25.6pp | 69.5%+29.4pp |
| Annual return | 24.82% | 30.63%-5.8pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $11,020 | $2,092+426.7% | $2,854+286.1% | $2,440+351.7% |
| Participant deferral / active EE | $8,326 | $2,887+188.4% | $3,885+114.3% | $3,607+130.8% |
| Admin fee / account holder | $11 | $3,972-99.7% | $5,351-99.8% | $5,124-99.8% |