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 | $4,450 |
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 | $89,108 | $78,419+13.6% | $133,956-33.5% | $73,409+21.4% |
| Participation rate | 57.8% | 78.6%-20.8pp | 79.8%-22.0pp | 72.2%-14.4pp |
| Annual return | 19.51% | 33.35%-13.8pp | 45.09%-25.6pp | 59.29%-39.8pp |
| Employer contribution / active EE | $2,079 | $2,044+1.7% | $3,919-47.0% | $2,234-6.9% |
| Participant deferral / active EE | $4,492 | $3,925+14.4% | $5,048-11.0% | $3,805+18.0% |
| Admin fee / account holder | $19 | $161-88.3% | $8,927-99.8% | $158-88.1% |