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 |
|---|---|---|
WESTMINSTER CONSULTING, LLC4 years Filed as: WESTMINSTER CONSULTING Service code 16 · EIN 45-3679779 | Consulting | $20,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,803 | $87,125+43.2% | $108,410+15.1% | $86,799+43.8% |
| Participation rate | 92.8% | 80.5%+12.3pp | 80.1%+12.7pp | 72.3%+20.6pp |
| Annual return | 16.50% | 25.21%-8.7pp | 905.27%-888.8pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,530 | $2,477-38.3% | $3,558-57.0% | $2,405-36.4% |
| Participant deferral / active EE | $8,988 | $6,944+29.4% | $6,563+37.0% | $4,131+117.6% |
| Admin fee / account holder | $76 | $130-41.6% | $7,295-99.0% | $170-55.1% |