Filed December 6, 2023
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 9-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 | $1,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,521 | $106,028-50.5% | $146,958-64.3% | $77,643-32.4% |
| Participation rate | 82.0% | 78.4%+3.6pp | 82.2%-0.2pp | 70.6%+11.4pp |
| Annual return | 29.42% | 56.73%-27.3pp | 418.34%-388.9pp | 31.24%-1.8pp |
| Employer contribution / active EE | $2,436 | $4,063-40.1% | $4,933-50.6% | $2,726-10.6% |
| Participant deferral / active EE | $7,967 | $7,990-0.3% | $8,070-1.3% | $4,647+71.4% |
| Admin fee / account holder | $5 | $337-98.6% | $12,998-100.0% | $430-98.9% |