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 | $92,784 |
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 | $397,036 | $160,088+148.0% | $112,977+251.4% | $73,409+440.9% |
| Participation rate | 98.7% | 90.7%+8.0pp | 82.6%+16.1pp | 72.2%+26.5pp |
| Annual return | 25.13% | 17.93%+7.2pp | 24.24%+0.9pp | 59.29%-34.2pp |
| Employer contribution / active EE | $8,216 | $5,200+58.0% | $4,255+93.1% | $2,234+267.9% |
| Participant deferral / active EE | $12,997 | $8,024+62.0% | $5,836+122.7% | $3,805+241.5% |
| Admin fee / account holder | $101 | $133-23.6% | $6,294-98.4% | $158-35.8% |