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 | -$4,097 |
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 | $289,466 | $70,002+313.5% | $115,037+151.6% | $52,331+453.1% |
| Participation rate | 98.2% | 72.1%+26.1pp | 81.4%+16.9pp | 68.1%+30.1pp |
| Annual return | 0.69% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $12,162 | $2,715+348.0% | $4,608+163.9% | $1,882+546.3% |
| Participant deferral / active EE | $9,901 | $4,920+101.3% | $6,026+64.3% | $3,022+227.6% |
| Admin fee / account holder | -$30 | $566-105.3% | $8,175-100.4% | $592-105.0% |