Filed July 10, 2024
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 | $3,200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,339 | $60,165+26.9% | $74,183+2.9% | $55,167+38.4% |
| Participation rate | 92.4% | 74.2%+18.3pp | 76.6%+15.8pp | 69.0%+23.5pp |
| Annual return | 6.72% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,831 | $1,600+77.0% | $2,370+19.5% | $1,963+44.3% |
| Participant deferral / active EE | $5,863 | $2,973+97.2% | $3,550+65.2% | $3,054+92.0% |
| Admin fee / account holder | $38 | $419-91.0% | $5,586-99.3% | $504-92.5% |