Filed December 10, 2024
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 9-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 | $24,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,844 | $70,669+141.8% | $169,368+0.9% | $75,163+127.3% |
| Participation rate | 97.3% | 64.8%+32.5pp | 77.1%+20.2pp | 67.2%+30.1pp |
| Annual return | 18.04% | 36.36%-18.3pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $6,569 | $2,211+197.1% | $4,013+63.7% | $2,670+146.0% |
| Participant deferral / active EE | $11,186 | $4,311+159.5% | $6,221+79.8% | $4,125+171.2% |
| Admin fee / account holder | $191 | $5,402-96.5% | $9,003-97.9% | $5,651-96.6% |