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 | -$20,165 |
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 | $295,893 | $75,183+293.6% | $123,892+138.8% | $55,167+436.4% |
| Participation rate | 98.8% | 72.8%+26.0pp | 81.4%+17.4pp | 69.0%+29.8pp |
| Annual return | 7.72% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $12,262 | $2,823+334.3% | $4,617+165.6% | $1,963+524.8% |
| Participant deferral / active EE | $12,262 | $5,084+141.2% | $5,984+104.9% | $3,054+301.5% |
| Admin fee / account holder | -$98 | $663-114.9% | $8,357-101.2% | $504-119.5% |