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 | $55,357 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $34,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,118 | $56,485-37.8% | $185,823-81.1% | $86,799-59.5% |
| Participation rate | 53.5% | 65.5%-12.0pp | 81.7%-28.2pp | 72.3%-18.8pp |
| Annual return | 12.88% | 118.04%-105.2pp | 122.05%-109.2pp | 97.91%-85.0pp |
| Employer contribution / active EE | $858 | $1,843-53.4% | $5,167-83.4% | $2,405-64.3% |
| Participant deferral / active EE | $1,106 | $2,553-56.7% | $5,568-80.1% | $4,131-73.2% |
| Admin fee / account holder | $211 | $150+41.0% | $16,237-98.7% | $170+24.4% |