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 | $50,276 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $34,428 |
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 | $31,555 | $46,292-31.8% | $143,757-78.0% | $64,808-51.3% |
| Participation rate | 50.4% | 64.2%-13.8pp | 80.3%-29.9pp | 71.5%-21.1pp |
| Annual return | -15.51% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $989 | $1,910-48.2% | $4,951-80.0% | $2,506-60.5% |
| Participant deferral / active EE | $1,141 | $2,646-56.9% | $5,637-79.8% | $4,310-73.5% |
| Admin fee / account holder | $212 | $154+37.7% | $14,673-98.6% | $188+12.8% |