Filed December 17, 2024 (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 | $850 |
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 | $88,444 | $80,753+9.5% | $136,294-35.1% | $62,292+42.0% |
| Participation rate | 98.9% | 73.5%+25.4pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 18.42% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,400 | $2,884+17.9% | $4,695-27.6% | $2,042+66.5% |
| Participant deferral / active EE | $6,403 | $5,164+24.0% | $6,247+2.5% | $3,169+102.0% |
| Admin fee / account holder | $10 | $525-98.2% | $9,243-99.9% | $479-98.0% |