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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 13-4008324 | Accounting | $42,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,333 |
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 | $258,999 | $106,028+144.3% | $146,958+76.2% | $77,643+233.6% |
| Participation rate | 87.8% | 78.4%+9.4pp | 82.2%+5.6pp | 70.6%+17.2pp |
| Annual return | 17.53% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,980 | $4,063-51.3% | $4,933-59.9% | $2,726-27.4% |
| Participant deferral / active EE | $16,614 | $7,990+107.9% | $8,070+105.9% | $4,647+257.5% |
| Admin fee / account holder | $87 | $337-74.2% | $12,998-99.3% | $430-79.8% |