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 | -$10,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,124 | $65,435+97.3% | $86,677+49.0% | $66,914+93.0% |
| Participation rate | 97.9% | 75.5%+22.4pp | 76.6%+21.3pp | 69.8%+28.1pp |
| Annual return | -16.36% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $4,566 | $2,153+112.1% | $2,836+61.0% | $2,544+79.5% |
| Participant deferral / active EE | $8,243 | $4,100+101.0% | $4,656+77.0% | $4,237+94.5% |
| Admin fee / account holder | -$41 | $642-106.5% | $7,493-100.6% | $593-107.0% |