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 | $363 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $291,439 | $75,183+287.6% | $123,892+135.2% | $55,167+428.3% |
| Participation rate | 79.6% | 72.8%+6.8pp | 81.4%-1.8pp | 69.0%+10.6pp |
| Annual return | 11.30% | 19.01%-7.7pp | 47.52%-36.2pp | 169.23%-157.9pp |
| Employer contribution / active EE | $19,672 | $2,823+596.7% | $4,617+326.1% | $1,963+902.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |