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 | -$21,506 |
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 | $282,376 | $58,879+379.6% | $178,490+58.2% | $73,488+284.2% |
| Participation rate | 95.2% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.6pp |
| Annual return | 13.82% | 24.86%-11.0pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,274 | $2,236-43.0% | $5,011-74.6% | $2,270-43.9% |
| Participant deferral / active EE | $7,196 | $2,567+180.3% | $5,202+38.3% | $3,740+92.4% |
| Admin fee / account holder | -$123 | $400-130.7% | $13,984-100.9% | $513-124.0% |