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 | -$9,281 |
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 | $259,940 | $74,089+250.8% | $133,980+94.0% | $55,167+371.2% |
| Participation rate | 96.1% | 84.3%+11.8pp | 87.1%+9.1pp | 69.0%+27.1pp |
| Annual return | 9.48% | 12.11%-2.6pp | 29.30%-19.8pp | 169.23%-159.7pp |
| Employer contribution / active EE | $14,787 | $3,064+382.7% | $5,211+183.7% | $1,963+653.5% |
| Participant deferral / active EE | $16,707 | $4,678+257.1% | $6,282+166.0% | $3,054+447.0% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.2% |