Filed August 8, 2024 (most recent of 3 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 | $2,089 |
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 | $88,973 | $51,769+71.9% | $57,343+55.2% | $52,331+70.0% |
| Participation rate | 87.2% | 75.2%+12.0pp | 75.1%+12.1pp | 68.1%+19.1pp |
| Annual return | 2.36% | 2.43%-0.1pp | 24.39%-22.0pp | 4.54%-2.2pp |
| Employer contribution / active EE | $4,167 | $2,335+78.5% | $2,689+55.0% | $1,882+121.5% |
| Participant deferral / active EE | $5,223 | $2,794+86.9% | $3,162+65.1% | $3,022+72.8% |
| Admin fee / account holder | $7 | $295-97.6% | $3,356-99.8% | $592-98.8% |