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 | $27,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,672 | $77,314+136.3% | $177,989+2.6% | $80,856+125.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.71% | 18.09%-2.4pp | 294.48%-278.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,160 | $2,292+168.8% | $3,949+56.0% | $2,755+123.6% |
| Participant deferral / active EE | $11,082 | $4,411+151.3% | $6,276+76.6% | $4,296+158.0% |
| Admin fee / account holder | $187 | $7,191-97.4% | $10,363-98.2% | $6,918-97.3% |