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 | $45,006 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,725 | $104,475+172.5% | $159,436+78.6% | $79,386+258.7% |
| Participation rate | 92.1% | 76.6%+15.5pp | 82.8%+9.3pp | 70.7%+21.4pp |
| Annual return | 16.88% | 67.95%-51.1pp | 263.57%-246.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $9,991 | $3,417+192.4% | $4,829+106.9% | $2,427+311.6% |
| Participant deferral / active EE | $15,206 | $6,467+135.1% | $7,352+106.8% | $4,046+275.9% |
| Admin fee / account holder | $118 | $711-83.4% | $10,799-98.9% | $626-81.2% |