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 | -$5,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,139 | $76,050+117.1% | $96,544+71.1% | $71,457+131.1% |
| Participation rate | 96.7% | 74.4%+22.3pp | 76.0%+20.7pp | 67.9%+28.7pp |
| Annual return | 20.84% | 22.81%-2.0pp | 25.84%-5.0pp | 28.85%-8.0pp |
| Employer contribution / active EE | $4,964 | $2,244+121.2% | $2,965+67.4% | $2,588+91.8% |
| Participant deferral / active EE | $9,111 | $4,215+116.1% | $4,851+87.8% | $4,289+112.4% |
| Admin fee / account holder | -$20 | $2,707-100.8% | $8,252-100.2% | $1,587-101.3% |