Filed January 3, 2025 (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 6-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 | $11,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,524 | $82,279-5.8% | $77,999-0.6% | $63,975+21.2% |
| Participation rate | 80.7% | 84.7%-4.0pp | 75.5%+5.2pp | 71.1%+9.5pp |
| Annual return | 8.81% | 11.20%-2.4pp | 425.96%-417.2pp | 48.65%-39.8pp |
| Employer contribution / active EE | $958 | $3,297-70.9% | $2,470-61.2% | $2,182-56.1% |
| Participant deferral / active EE | $4,119 | $4,538-9.2% | $3,497+17.8% | $3,356+22.7% |
| Admin fee / account holder | $9 | $81-88.4% | $5,480-99.8% | $70-86.6% |