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 | $21,628 |
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 | $264,340 | $98,982+167.1% | $162,163+63.0% | $65,185+305.5% |
| Participation rate | 91.5% | 85.8%+5.7pp | 87.6%+3.9pp | 70.2%+21.3pp |
| Annual return | 24.37% | 24.84%-0.5pp | 115.59%-91.2pp | 29.38%-5.0pp |
| Employer contribution / active EE | $20,392 | $3,467+488.2% | $5,614+263.2% | $2,177+836.8% |
| Participant deferral / active EE | $12,017 | $5,384+123.2% | $7,298+64.7% | $3,514+242.0% |
| Admin fee / account holder | $119 | $596-80.1% | $10,843-98.9% | $847-86.0% |