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 | -$9,263 |
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 | $263,138 | $70,667+272.4% | $123,104+113.8% | $52,331+402.8% |
| Participation rate | 93.6% | 83.7%+9.9pp | 86.8%+6.8pp | 68.1%+25.5pp |
| Annual return | 2.06% | 6.23%-4.2pp | 13.22%-11.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $14,233 | $2,946+383.2% | $5,151+176.3% | $1,882+656.4% |
| Participant deferral / active EE | $15,973 | $4,493+255.5% | $6,230+156.4% | $3,022+428.5% |
| Admin fee / account holder | $5 | $506-99.0% | $9,015-99.9% | $592-99.1% |