Filed February 22, 2024
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 | $47,646 |
Service code 16 · EIN 36-4291791 | Consulting | $13,845 |
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 | $88,872 | $55,416+60.4% | $75,972+17.0% | $77,643+14.5% |
| Participation rate | 96.6% | 63.6%+33.0pp | 69.1%+27.5pp | 70.6%+26.0pp |
| Annual return | 14.19% | 17.07%-2.9pp | 359.55%-345.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,901 | $1,788+62.3% | $2,685+8.0% | $2,726+6.4% |
| Participant deferral / active EE | $8,441 | $3,447+144.9% | $4,255+98.4% | $4,647+81.6% |
| Admin fee / account holder | $190 | $414-54.1% | $6,467-97.1% | $430-55.9% |