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 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Loan Processing | $5,015 |
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 | $161,440 | $80,753+99.9% | $136,294+18.5% | $62,292+159.2% |
| Participation rate | 95.6% | 73.5%+22.1pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 24.35% | 35.83%-11.5pp | 5155.94%-5131.6pp | 28.90%-4.5pp |
| Employer contribution / active EE | $7,367 | $2,884+155.5% | $4,695+56.9% | $2,042+260.7% |
| Participant deferral / active EE | $7,531 | $5,164+45.8% | $6,247+20.6% | $3,169+137.7% |
| Admin fee / account holder | $33 | $525-93.8% | $9,243-99.6% | $479-93.2% |