Filed July 1, 2024
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 | $25,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,748 | $33,780+59.1% | $74,550-27.9% | $75,289-28.6% |
| Participation rate | 92.0% | 62.7%+29.4pp | 69.1%+22.9pp | 72.4%+19.6pp |
| Annual return | -3.71% | -1.24%-2.5pp | 32.53%-36.2pp | -0.04%-3.7pp |
| Employer contribution / active EE | $6,265 | $845+641.3% | $1,961+219.5% | $2,405+160.5% |
| Participant deferral / active EE | $3,288 | $1,890+74.0% | $3,108+5.8% | $3,739-12.1% |
| Admin fee / account holder | $13 | $86-84.6% | $5,060-99.7% | $102-87.0% |