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 | $850 |
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 | $85,218 | $79,523+7.2% | $140,016-39.1% | $56,287+51.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.66% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $6,341 | $3,350+89.3% | $5,606+13.1% | $2,111+200.4% |
| Participant deferral / active EE | $10,618 | $5,129+107.0% | $6,927+53.3% | $3,350+217.0% |
| Admin fee / account holder | $7 | $614-98.8% | $10,705-99.9% | $521-98.6% |