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 | $27,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,784 | $43,466+62.8% | $90,951-22.2% | $90,288-21.6% |
| Participation rate | 95.6% | 62.5%+33.1pp | 69.0%+26.5pp | 73.4%+22.2pp |
| Annual return | 13.52% | 25.26%-11.7pp | 134.60%-121.1pp | 53.97%-40.4pp |
| Employer contribution / active EE | $6,435 | $840+666.0% | $2,122+203.3% | $2,524+154.9% |
| Participant deferral / active EE | $3,510 | $2,138+64.2% | $3,373+4.1% | $4,232-17.1% |
| Admin fee / account holder | $13 | $92-86.3% | $5,959-99.8% | $114-89.0% |