Filed January 30, 2023
Total covered: 31 employees
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 3-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 | $38,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,418 | $72,994+18.4% | $120,354-28.2% | $77,643+11.3% |
| Participation rate | 100.0% | 55.2%+44.8pp | 71.9%+28.1pp | 70.6%+29.4pp |
| Annual return | 30.12% | 18.23%+11.9pp | 107.15%-77.0pp | 31.24%-1.1pp |
| Employer contribution / active EE | $17,103 | $1,793+853.9% | $3,463+393.9% | $2,726+527.4% |
| Participant deferral / active EE | $15,095 | $3,011+401.4% | $4,991+202.5% | $4,647+224.8% |
| Admin fee / account holder | $107 | $658-83.7% | $9,423-98.9% | $430-75.1% |