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 | -$21,608 |
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 | $284,960 | $52,953+438.1% | $172,739+65.0% | $65,185+337.2% |
| Participation rate | 87.3% | 66.2%+21.1pp | 82.6%+4.6pp | 70.2%+17.1pp |
| Annual return | 22.22% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $6,703 | $2,190+206.1% | $5,143+30.3% | $2,177+207.9% |
| Participant deferral / active EE | $5,019 | $2,471+103.1% | $5,198-3.4% | $3,514+42.8% |
| Admin fee / account holder | -$136 | $472-128.8% | $13,954-101.0% | $847-116.0% |