Filed March 20, 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 27 · EIN 26-0070474 | Advisory (Plan) | $42,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,025 | $52,208+135.6% | $86,612+42.0% | $74,419+65.3% |
| Participation rate | 78.5% | 66.3%+12.2pp | 71.7%+6.8pp | 70.7%+7.8pp |
| Annual return | 17.70% | 44.46%-26.8pp | 591.07%-573.4pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,853 | $2,282+112.6% | $3,022+60.6% | $2,637+84.0% |
| Participant deferral / active EE | $7,040 | $3,383+108.1% | $4,438+58.6% | $4,528+55.5% |
| Admin fee / account holder | $291 | $319-8.6% | $5,614-94.8% | $348-16.2% |