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 | $52,929 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $32,342 |
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 | $29,458 | $52,293-43.7% | $178,490-83.5% | $73,409-59.9% |
| Participation rate | 51.4% | 65.3%-13.9pp | 81.9%-30.5pp | 72.2%-20.8pp |
| Annual return | 11.69% | 34.75%-23.1pp | 151.07%-139.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $803 | $1,735-53.7% | $5,011-84.0% | $2,234-64.1% |
| Participant deferral / active EE | $1,010 | $2,332-56.7% | $5,202-80.6% | $3,805-73.5% |
| Admin fee / account holder | $192 | $127+50.8% | $13,984-98.6% | $158+21.6% |