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 | -$80,712 |
Participant contribution per participant 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 | $336,661 | $89,739+275.2% | $149,718+124.9% | $62,292+440.5% |
| Participation rate | 98.1% | 85.1%+13.0pp | 87.1%+11.0pp | 69.5%+28.5pp |
| Annual return | 20.14% | 21.01%-0.9pp | 1501.63%-1481.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $17,807 | $3,233+450.8% | $5,445+227.0% | $2,042+772.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |