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 | $28,132 |
WESTMINSTER CONSULTING, LLC3 years Filed as: WESTMINSTER CONSULTING Service code 16 · EIN 45-3679779 | Consulting | $6,875 |
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 | $126,412 | $78,781+60.5% | $100,516+25.8% | $73,409+72.2% |
| Participation rate | 93.6% | 80.0%+13.6pp | 79.4%+14.2pp | 72.2%+21.4pp |
| Annual return | 15.86% | 31.69%-15.8pp | 30.89%-15.0pp | 59.29%-43.4pp |
| Employer contribution / active EE | $728 | $2,420-69.9% | $3,418-78.7% | $2,234-67.4% |
| Participant deferral / active EE | $8,460 | $6,537+29.4% | $6,270+34.9% | $3,805+122.3% |
| Admin fee / account holder | $75 | $145-48.2% | $8,081-99.1% | $158-52.3% |