Filed April 21, 2025 (most recent of 4 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 | -$75,717 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $561,147 | $196,842+185.1% | $112,977+396.7% | - |
| Participation rate | 99.2% | 71.6%+27.6pp | 82.6%+16.6pp | - |
| Annual return | 19.31% | 11.43%+7.9pp | 24.24%-4.9pp | - |
| Employer contribution / active EE | $19,874 | $2,386+733.1% | $4,255+367.1% | - |
| Participant deferral / active EE | $12,532 | $3,828+227.4% | $5,836+114.7% | - |
| Admin fee / account holder | $107 | $15,940-99.3% | $6,294-98.3% | - |