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 | -$14,101 |
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 | $317,567 | $89,739+253.9% | $149,718+112.1% | $62,292+409.8% |
| Participation rate | 97.7% | 85.1%+12.6pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 22.21% | 21.01%+1.2pp | 1501.63%-1479.4pp | 28.90%-6.7pp |
| Employer contribution / active EE | $14,579 | $3,233+350.9% | $5,445+167.8% | $2,042+613.9% |
| Participant deferral / active EE | $16,541 | $4,797+244.8% | $6,569+151.8% | $3,169+421.9% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |