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 | $25,451 |
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 | $364,068 | $121,341+200.0% | $189,513+92.1% | $79,386+358.6% |
| Participation rate | 94.3% | 86.1%+8.2pp | 87.8%+6.5pp | 70.7%+23.6pp |
| Annual return | 19.95% | 21.08%-1.1pp | 555.15%-535.2pp | 116.85%-96.9pp |
| Employer contribution / active EE | $20,454 | $3,915+422.5% | $6,162+232.0% | $2,427+742.6% |
| Participant deferral / active EE | $11,844 | $6,395+85.2% | $8,221+44.1% | $4,046+192.8% |
| Admin fee / account holder | $121 | $651-81.4% | $12,045-99.0% | $626-80.6% |