Filed September 30, 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 | $67,903 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $33,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,882 | $62,928-52.5% | $172,739-82.7% | $67,579-55.8% |
| Participation rate | 53.0% | 64.5%-11.5pp | 82.6%-29.7pp | 71.3%-18.3pp |
| Annual return | 17.86% | 30.36%-12.5pp | 802.84%-785.0pp | 378.56%-360.7pp |
| Employer contribution / active EE | $845 | $1,636-48.4% | $5,143-83.6% | $2,148-60.7% |
| Participant deferral / active EE | $1,112 | $2,145-48.2% | $5,198-78.6% | $3,539-68.6% |
| Admin fee / account holder | $219 | $167+31.1% | $13,954-98.4% | $142+53.6% |