Filed January 15, 2025
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 | $1,506 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,087 | $47,977+142.0% | $154,107-24.7% | $56,287+106.2% |
| Participation rate | 88.6% | 66.2%+22.4pp | 83.0%+5.5pp | 69.9%+18.7pp |
| Annual return | -5.12% | 3.54%-8.7pp | 735.12%-740.2pp | -9.96%+4.8pp |
| Employer contribution / active EE | $7,584 | $2,169+249.7% | $5,298+43.2% | $2,111+259.2% |
| Participant deferral / active EE | $5,083 | $2,392+112.5% | $5,081+0.1% | $3,350+51.7% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.7% |