Filed April 18, 2024 (most recent of 3 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 | $3,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,312 | $79,523-73.2% | $140,016-84.8% | $56,287-62.1% |
| Participation rate | 96.8% | 85.7%+11.1pp | 87.5%+9.3pp | 69.9%+26.9pp |
| Annual return | -5.63% | 2.39%-8.0pp | 651.12%-656.7pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,395 | $3,350-58.4% | $5,606-75.1% | $2,111-33.9% |
| Participant deferral / active EE | $2,902 | $5,129-43.4% | $6,927-58.1% | $3,350-13.4% |
| Admin fee / account holder | $27 | $614-95.6% | $10,705-99.7% | $521-94.8% |