Filed August 21, 2024
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 | $528 |
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 | $51,969 | $53,901-3.6% | $134,143-61.3% | $73,488-29.3% |
| Participation rate | 94.4% | 62.8%+31.5pp | 72.2%+22.2pp | 70.7%+23.7pp |
| Annual return | 19.72% | 15.82%+3.9pp | 36.33%-16.6pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,299 | $1,458-10.9% | $3,704-64.9% | $2,270-42.8% |
| Participant deferral / active EE | $6,819 | $2,739+149.0% | $3,499+94.9% | $3,740+82.3% |
| Admin fee / account holder | $34 | $581-94.2% | $6,684-99.5% | $513-93.5% |