Filed April 29, 2025
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 | $706 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,246 | $74,089+1.6% | $133,980-43.8% | $55,167+36.4% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.1%+9.1pp | 69.0%+27.2pp |
| Annual return | 14.12% | 12.11%+2.0pp | 29.30%-15.2pp | 169.23%-155.1pp |
| Employer contribution / active EE | $5,658 | $3,064+84.7% | $5,211+8.6% | $1,963+188.3% |
| Participant deferral / active EE | $8,972 | $4,678+91.8% | $6,282+42.8% | $3,054+193.8% |
| Admin fee / account holder | $4 | $458-99.0% | $9,324-100.0% | $504-99.1% |