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 | $52,752 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $425,991 | $89,652+375.2% | $141,162+201.8% | $65,185+553.5% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.5%+13.5pp | 70.2%+25.7pp |
| Annual return | 19.37% | 32.79%-13.4pp | 71.39%-52.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $13,772 | $3,065+349.4% | $4,735+190.8% | $2,177+532.7% |
| Participant deferral / active EE | $11,926 | $5,691+109.5% | $6,709+77.8% | $3,514+239.4% |
| Admin fee / account holder | $246 | $569-56.7% | $10,261-97.6% | $847-71.0% |