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 | $744 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,184 | $65,409+239.7% | $98,442+125.7% | $85,850+158.8% |
| Participation rate | 98.7% | 65.0%+33.7pp | 73.3%+25.4pp | 69.3%+29.4pp |
| Annual return | 15.26% | 21.76%-6.5pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $8,804 | $2,168+306.1% | $2,960+197.4% | $2,565+243.2% |
| Participant deferral / active EE | $9,122 | $3,166+188.1% | $4,276+113.3% | $3,952+130.8% |
| Admin fee / account holder | $5 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |