Filed December 20, 2022 (most recent of 3 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 | $80,637 |
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 | $73,300 | $111,608-34.3% | $177,821-58.8% | $73,409-0.1% |
| Participation rate | 93.1% | 87.9%+5.3pp | 87.7%+5.4pp | 72.2%+20.9pp |
| Annual return | 16.20% | 18.23%-2.0pp | 48.32%-32.1pp | 59.29%-43.1pp |
| Employer contribution / active EE | $4,574 | $3,796+20.5% | $5,918-22.7% | $2,234+104.8% |
| Participant deferral / active EE | $6,309 | $6,199+1.8% | $7,714-18.2% | $3,805+65.8% |
| Admin fee / account holder | $85 | $166-48.6% | $12,427-99.3% | $158-46.1% |