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 | $8,615 |
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 | $325,065 | $72,012+351.4% | $185,823+74.9% | $79,858+307.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.83% | 23.12%-9.3pp | 35.95%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $21,194 | $1,965+978.8% | $4,087+418.5% | $2,471+757.8% |
| Participant deferral / active EE | $13,426 | $3,779+255.3% | $5,632+138.4% | $3,740+259.0% |
| Admin fee / account holder | $54 | $4,513-98.8% | $9,500-99.4% | $5,306-99.0% |