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 | $5,154 |
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 | $370,255 | $80,753+358.5% | $136,294+171.7% | $62,292+494.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.19% | 35.83%-16.6pp | 5155.94%-5136.8pp | 28.90%-9.7pp |
| Employer contribution / active EE | $12,512 | $2,884+333.9% | $4,695+166.5% | $2,042+512.7% |
| Participant deferral / active EE | $10,973 | $5,164+112.5% | $6,247+75.6% | $3,169+246.2% |
| Admin fee / account holder | $18 | $525-96.6% | $9,243-99.8% | $479-96.2% |