Filed February 20, 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 | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,934 | $56,629-57.7% | $77,999-69.3% | $55,167-56.6% |
| Participation rate | 42.7% | 73.3%-30.6pp | 75.5%-32.8pp | 69.0%-26.3pp |
| Annual return | 9.84% | 2866.98%-2857.1pp | 425.96%-416.1pp | 169.23%-159.4pp |
| Employer contribution / active EE | $822 | $1,723-52.3% | $2,470-66.7% | $1,963-58.1% |
| Participant deferral / active EE | $1,414 | $2,777-49.1% | $3,497-59.6% | $3,054-53.7% |
| Admin fee / account holder | $7 | $467-98.5% | $5,480-99.9% | $504-98.7% |