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 | -$22,888 |
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 | $313,092 | $79,523+293.7% | $140,016+123.6% | $56,287+456.2% |
| Participation rate | 98.5% | 85.7%+12.8pp | 87.5%+11.0pp | 69.9%+28.7pp |
| Annual return | -4.35% | 2.39%-6.7pp | 651.12%-655.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $15,027 | $3,350+348.5% | $5,606+168.1% | $2,111+611.8% |
| Participant deferral / active EE | $17,525 | $5,129+241.7% | $6,927+153.0% | $3,350+423.2% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |