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 | -$70,160 |
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 | $671,810 | $93,571+618.0% | $135,903+394.3% | $75,163+793.8% |
| Participation rate | 96.7% | 75.2%+21.6pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 25.07% | 30.90%-5.8pp | 68.23%-43.2pp | 160.62%-135.5pp |
| Employer contribution / active EE | $18,327 | $3,537+418.2% | $4,856+277.4% | $2,670+586.5% |
| Participant deferral / active EE | $12,905 | $6,404+101.5% | $7,758+66.3% | $4,125+212.8% |
| Admin fee / account holder | -$592 | $6,975-108.5% | $10,762-105.5% | $5,651-110.5% |