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 8-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 | $18,502 |
Filed as: WESTMINSTER CONSULTING Service code 16 · EIN 45-3679779 | Consulting | $13,750 |
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 | $98,471 | $62,543+57.4% | $83,333+18.2% | $55,725+76.7% |
| Participation rate | 94.7% | 78.4%+16.3pp | 77.8%+17.0pp | 70.9%+23.9pp |
| Annual return | -3.89% | 14.85%-18.7pp | 10.63%-14.5pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,255 | $2,427-7.1% | $3,379-33.3% | $2,078+8.5% |
| Participant deferral / active EE | $8,005 | $5,682+40.9% | $5,565+43.8% | $3,356+138.6% |
| Admin fee / account holder | $74 | $103-28.1% | $7,510-99.0% | $115-35.7% |