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 | $1,046 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $355,273 | $323,986+9.7% | $185,117+91.9% | - |
| Participation rate | 88.9% | 63.4%+25.5pp | 77.3%+11.6pp | - |
| Annual return | 20.34% | 15.76%+4.6pp | 40.50%-20.2pp | - |
| Employer contribution / active EE | $9,533 | $1,995+377.9% | $4,182+128.0% | - |
| Participant deferral / active EE | $13,232 | $3,608+266.8% | $5,045+162.3% | - |
| Admin fee / account holder | $8 | $20,091-100.0% | $8,159-99.9% | - |