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 | $1,356 |
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 | $254,127 | $80,753+214.7% | $136,294+86.5% | $62,292+308.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.09% | 35.83%-15.7pp | 5155.94%-5135.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $3,961 | $2,884+37.4% | $4,695-15.6% | $2,042+94.0% |
| Participant deferral / active EE | $9,042 | $5,164+75.1% | $6,247+44.7% | $3,169+185.3% |
| Admin fee / account holder | $10 | $525-98.2% | $9,243-99.9% | $479-98.0% |