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 | $25,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,432 | $48,166+85.7% | $96,562-7.4% | $93,030-3.9% |
| Participation rate | 89.1% | 65.1%+24.0pp | 69.8%+19.3pp | 73.9%+15.2pp |
| Annual return | 19.61% | 21.31%-1.7pp | 37.78%-18.2pp | 158.70%-139.1pp |
| Employer contribution / active EE | $6,535 | $1,070+510.8% | $2,356+177.3% | $2,706+141.5% |
| Participant deferral / active EE | $3,825 | $2,576+48.5% | $3,849-0.6% | $4,562-16.2% |
| Admin fee / account holder | $12 | $110-89.3% | $6,181-99.8% | $152-92.2% |