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 | $1,248 |
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 | $293,466 | $56,054+423.5% | $171,082+71.5% | $62,891+366.6% |
| Participation rate | 95.7% | 62.9%+32.8pp | 76.7%+19.0pp | 69.3%+26.4pp |
| Annual return | 8.55% | 22.52%-14.0pp | 32.56%-24.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $9,921 | $1,731+473.1% | $4,002+147.9% | $2,281+334.9% |
| Participant deferral / active EE | $14,068 | $3,158+345.5% | $4,797+193.2% | $3,203+339.2% |
| Admin fee / account holder | $10 | $3,647-99.7% | $8,520-99.9% | $4,296-99.8% |