Filed May 22, 2023
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 | $19 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,501 | $73,638+111.2% | $95,952+62.1% | $73,488+111.6% |
| Participation rate | 98.6% | 76.2%+22.5pp | 77.1%+21.5pp | 70.7%+27.9pp |
| Annual return | 18.33% | 16.78%+1.6pp | 91.61%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $4,017 | $1,863+115.6% | $2,541+58.1% | $2,270+76.9% |
| Participant deferral / active EE | $7,096 | $3,617+96.2% | $4,167+70.3% | $3,740+89.7% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |