Filed July 8, 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 6-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 99 · EIN 26-0058143 | Other Fees | $19,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,838 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,226 | $41,510+122.2% | $84,966+8.5% | $99,062-6.9% |
| Participation rate | 74.2% | 35.3%+38.9pp | 67.5%+6.7pp | 71.6%+2.6pp |
| Annual return | 0.00% | 17.38%-17.4pp | 66.38%-66.4pp | 17.66%-17.7pp |
| Employer contribution / active EE | $2,011 | $1,137+76.8% | $2,727-26.3% | $3,262-38.3% |
| Participant deferral / active EE | $1,266 | $2,246-43.7% | $4,519-72.0% | $5,331-76.3% |
| Admin fee / account holder | $8 | $175-95.7% | $6,149-99.9% | $109-93.1% |