Filed October 19, 2023 (most recent of 2 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 | $17,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,537 | $82,202-38.5% | $125,339-59.7% | $64,808-22.0% |
| Participation rate | 57.1% | 77.9%-20.8pp | 82.4%-25.3pp | 71.5%-14.4pp |
| Annual return | -17.79% | 3.48%-21.3pp | 572.05%-589.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,754 | $3,615-51.5% | $4,814-63.6% | $2,506-30.0% |
| Participant deferral / active EE | $5,673 | $7,175-20.9% | $7,446-23.8% | $4,310+31.6% |
| Admin fee / account holder | $93 | $163-43.1% | $10,010-99.1% | $188-50.6% |