Filed December 19, 2022
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 | $1,919 |
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 | $67,654 | $70,002-3.4% | $115,037-41.2% | $52,331+29.3% |
| Participation rate | 75.6% | 72.1%+3.5pp | 81.4%-5.7pp | 68.1%+7.5pp |
| Annual return | 0.67% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $850 | $2,715-68.7% | $4,608-81.6% | $1,882-54.8% |
| Participant deferral / active EE | $4,026 | $4,920-18.2% | $6,026-33.2% | $3,022+33.2% |
| Admin fee / account holder | $10 | $566-98.3% | $8,175-99.9% | $592-98.4% |