Filed September 27, 2023
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 | $3,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,225 | $69,362+18.5% | $101,248-18.8% | $73,488+11.9% |
| Participation rate | 83.9% | 68.4%+15.5pp | 75.8%+8.1pp | 70.7%+13.2pp |
| Annual return | 11.22% | 18.46%-7.2pp | 46.47%-35.3pp | 28.51%-17.3pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,401 | $3,300+124.3% | $4,370+69.4% | $3,740+97.9% |
| Admin fee / account holder | $31 | $704-95.6% | $5,945-99.5% | $513-93.9% |