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 | $13,528 |
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 | $297,401 | $58,879+405.1% | $178,490+66.6% | $73,488+304.7% |
| Participation rate | 97.2% | 66.2%+31.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 22.31% | 24.86%-2.6pp | 151.07%-128.8pp | 28.51%-6.2pp |
| Employer contribution / active EE | $14,193 | $2,236+534.7% | $5,011+183.3% | $2,270+525.2% |
| Participant deferral / active EE | $10,521 | $2,567+309.8% | $5,202+102.3% | $3,740+181.3% |
| Admin fee / account holder | $150 | $400-62.6% | $13,984-98.9% | $513-70.8% |