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 | $139,825 | $52,953+164.1% | $172,739-19.1% | $65,185+114.5% |
| Participation rate | 85.5% | 66.2%+19.3pp | 82.6%+2.9pp | 70.2%+15.3pp |
| Annual return | 21.99% | 30.12%-8.1pp | 802.84%-780.9pp | 29.38%-7.4pp |
| Employer contribution / active EE | $7,334 | $2,190+234.9% | $5,143+42.6% | $2,177+236.9% |
| Participant deferral / active EE | $5,079 | $2,471+105.6% | $5,198-2.3% | $3,514+44.5% |
| Admin fee / account holder | $7 | $472-98.5% | $13,954-100.0% | $847-99.2% |