Filed December 13, 2024 (most recent of 8 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 | $68,032 |
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 | $64,773 | $68,413-5.3% | $123,104-47.4% | $55,191+17.4% |
| Participation rate | 93.9% | 84.5%+9.4pp | 86.8%+7.1pp | 69.2%+24.8pp |
| Annual return | 0.71% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $4,185 | $3,050+37.2% | $5,151-18.7% | $1,899+120.4% |
| Participant deferral / active EE | $3,293 | $4,490-26.7% | $6,230-47.1% | $3,046+8.1% |
| Admin fee / account holder | $112 | $88+28.0% | $9,015-98.8% | $91+23.8% |