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 | $24,969 |
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 | $329,783 | $99,957+229.9% | $149,696+120.3% | $73,488+348.8% |
| Participation rate | 94.4% | 75.7%+18.7pp | 82.5%+11.9pp | 70.7%+23.7pp |
| Annual return | 16.94% | 53.87%-36.9pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $16,255 | $3,191+409.4% | $4,644+250.0% | $2,270+616.1% |
| Participant deferral / active EE | $8,563 | $6,073+41.0% | $6,842+25.2% | $3,740+129.0% |
| Admin fee / account holder | $141 | $551-74.4% | $9,309-98.5% | $513-72.5% |