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 | $27,479 |
Service code 16 · EIN 36-4001764 | Consulting | $15,100 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $475,359 | $104,475+355.0% | $159,436+198.2% | $79,386+498.8% |
| Participation rate | 98.4% | 76.6%+21.8pp | 82.8%+15.6pp | 70.7%+27.7pp |
| Annual return | 12.73% | 67.95%-55.2pp | 263.57%-250.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $7,524 | $3,417+120.2% | $4,829+55.8% | $2,427+209.9% |
| Participant deferral / active EE | $14,092 | $6,467+117.9% | $7,352+91.7% | $4,046+248.3% |
| Admin fee / account holder | $272 | $711-61.7% | $10,799-97.5% | $626-56.5% |