Filed November 18, 2022 (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 | $4,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,479 | $69,159+26.5% | $125,175-30.1% | $67,579+29.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 79.8%-19.8pp | 71.3%-11.3pp |
| Annual return | 24.01% | 27.12%-3.1pp | 43.79%-19.8pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,954 | $2,023-3.4% | $3,865-49.5% | $2,148-9.0% |
| Participant deferral / active EE | $4,286 | $3,700+15.8% | $4,937-13.2% | $3,539+21.1% |
| Admin fee / account holder | $16 | $142-88.7% | $9,702-99.8% | $142-88.7% |