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 | $26,040 |
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 | $345,119 | $130,194+165.1% | $169,993+103.0% | $71,457+383.0% |
| Participation rate | 98.2% | 86.1%+12.0pp | 87.0%+11.2pp | 67.9%+30.3pp |
| Annual return | 24.24% | 20.37%+3.9pp | 53.37%-29.1pp | 28.85%-4.6pp |
| Employer contribution / active EE | $23,635 | $4,381+439.5% | $6,785+248.3% | $2,588+813.4% |
| Participant deferral / active EE | $14,222 | $6,923+105.4% | $10,408+36.7% | $4,289+231.6% |
| Admin fee / account holder | $108 | $966-88.8% | $12,815-99.2% | $1,587-93.2% |