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 | -$113,309 |
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 | $288,528 | $52,670+447.8% | $90,404+219.2% | $73,409+293.0% |
| Participation rate | 98.1% | 67.7%+30.4pp | 72.7%+25.4pp | 72.2%+25.9pp |
| Annual return | 15.86% | 20.70%-4.8pp | 1293.02%-1277.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $9,582 | $1,872+412.0% | $3,262+193.8% | $2,234+329.0% |
| Participant deferral / active EE | $10,166 | $2,807+262.2% | $3,963+156.5% | $3,805+167.1% |
| Admin fee / account holder | $89 | $117-23.7% | $5,611-98.4% | $158-43.5% |