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 | -$98,609 |
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 | $575,506 | $100,041+475.3% | $149,718+284.4% | $70,131+720.6% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.1%+11.7pp | 69.5%+29.3pp |
| Annual return | 22.33% | 27.43%-5.1pp | 1501.63%-1479.3pp | 73.14%-50.8pp |
| Employer contribution / active EE | $25,255 | $3,662+589.7% | $5,445+363.8% | $2,342+978.2% |
| Participant deferral / active EE | $15,999 | $4,983+221.1% | $6,569+143.5% | $3,332+380.2% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |