Filed May 8, 2025 (most recent of 2 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 | $33,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,803 | $100,227+36.5% | $169,993-19.5% | $74,419+83.8% |
| Participation rate | 93.4% | 87.3%+6.1pp | 87.0%+6.4pp | 70.7%+22.7pp |
| Annual return | 17.57% | 66.08%-48.5pp | 53.37%-35.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $7,904 | $4,263+85.4% | $6,785+16.5% | $2,637+199.7% |
| Participant deferral / active EE | $5,003 | $7,143-30.0% | $10,408-51.9% | $4,528+10.5% |
| Admin fee / account holder | $88 | $234-62.7% | $12,815-99.3% | $348-74.8% |