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 | $24,068 |
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 | $280,019 | $102,553+173.0% | $151,611+84.7% | $66,914+318.5% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.5%+10.6pp | 69.8%+28.3pp |
| Annual return | -21.82% | -10.82%-11.0pp | 3.33%-25.2pp | 1.58%-23.4pp |
| Employer contribution / active EE | $21,828 | $4,180+422.2% | $6,166+254.0% | $2,544+758.0% |
| Participant deferral / active EE | $13,321 | $6,641+100.6% | $8,363+59.3% | $4,237+214.4% |
| Admin fee / account holder | $108 | $630-82.9% | $11,616-99.1% | $593-81.8% |