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 | -$19,119 |
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 | $258,563 | $55,453+366.3% | $170,442+51.7% | $62,292+315.1% |
| Participation rate | 98.7% | 66.4%+32.3pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 19.76% | 21.38%-1.6pp | 205.93%-186.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $7,028 | $2,164+224.8% | $5,433+29.4% | $2,042+244.1% |
| Participant deferral / active EE | $5,127 | $2,303+122.7% | $4,939+3.8% | $3,169+61.8% |
| Admin fee / account holder | -$116 | $455-125.4% | $13,880-100.8% | $479-124.1% |