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 | $9,090 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,879 | $98,982-73.9% | $162,163-84.0% | $65,185-60.3% |
| Participation rate | 93.2% | 85.8%+7.5pp | 87.6%+5.7pp | 70.2%+23.0pp |
| Annual return | 24.68% | 24.84%-0.2pp | 115.59%-90.9pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,328 | $3,467-61.7% | $5,614-76.4% | $2,177-39.0% |
| Participant deferral / active EE | $2,835 | $5,384-47.4% | $7,298-61.2% | $3,514-19.3% |
| Admin fee / account holder | $99 | $596-83.3% | $10,843-99.1% | $847-88.3% |