Filed December 9, 2024 (most recent of 5 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 | -$36,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,317 | $54,350+195.0% | $82,719+93.8% | $68,494+134.1% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.7pp | 67.9%+27.4pp |
| Annual return | -19.16% | -13.67%-5.5pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $9,350 | $2,218+321.5% | $3,009+210.7% | $2,596+260.1% |
| Participant deferral / active EE | $9,530 | $3,246+193.6% | $4,395+116.8% | $4,027+136.7% |
| Admin fee / account holder | -$226 | $4,395-105.1% | $5,329-104.2% | $5,403-104.2% |