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 7-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 | -$8,947 |
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 | $251,706 | $73,638+241.8% | $95,952+162.3% | $73,488+242.5% |
| Participation rate | 95.5% | 76.2%+19.4pp | 77.1%+18.5pp | 70.7%+24.9pp |
| Annual return | 18.74% | 16.78%+2.0pp | 91.61%-72.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $5,209 | $1,863+179.6% | $2,541+105.0% | $2,270+129.5% |
| Participant deferral / active EE | $8,991 | $3,617+148.6% | $4,167+115.8% | $3,740+140.4% |
| Admin fee / account holder | -$52 | $482-110.7% | $6,795-100.8% | $513-110.1% |