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 | $2,969 |
Employer 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 | $406,150 | $104,475+288.8% | $159,436+154.7% | $79,386+411.6% |
| Participation rate | 79.9% | 76.6%+3.2pp | 82.8%-3.0pp | 70.7%+9.2pp |
| Annual return | 19.09% | 67.95%-48.9pp | 263.57%-244.5pp | 116.85%-97.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $11,459 | $6,467+77.2% | $7,352+55.9% | $4,046+183.2% |
| Admin fee / account holder | $33 | $711-95.4% | $10,799-99.7% | $626-94.7% |