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 | $3,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,945 | $86,225+11.3% | $146,665-34.6% | $86,799+10.5% |
| Participation rate | 51.8% | 78.0%-26.1pp | 80.1%-28.2pp | 72.3%-20.4pp |
| Annual return | 16.58% | 31.23%-14.6pp | 22.74%-6.2pp | 97.91%-81.3pp |
| Employer contribution / active EE | $2,052 | $2,392-14.2% | $4,136-50.4% | $2,405-14.7% |
| Participant deferral / active EE | $4,514 | $4,245+6.3% | $5,506-18.0% | $4,131+9.3% |
| Admin fee / account holder | $25 | $195-87.1% | $10,280-99.8% | $170-85.2% |