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 | $971 |
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 | $277,400 | $85,766+223.4% | $136,294+103.5% | $70,131+295.5% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.2pp |
| Annual return | 18.12% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $7,989 | $2,966+169.3% | $4,695+70.1% | $2,342+241.0% |
| Participant deferral / active EE | $11,429 | $5,051+126.3% | $6,247+83.0% | $3,332+243.0% |
| Admin fee / account holder | $20 | $5,420-99.6% | $9,243-99.8% | $4,645-99.6% |