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 | $789,391 |
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 | $290,492 | $136,780+112.4% | $189,513+53.3% | $101,517+186.1% |
| Participation rate | 96.6% | 90.9%+5.7pp | 87.8%+8.8pp | 74.6%+22.0pp |
| Annual return | 17.79% | 37.00%-19.2pp | 555.15%-537.4pp | 21.00%-3.2pp |
| Employer contribution / active EE | $6,481 | $4,857+33.4% | $6,162+5.2% | $2,973+118.0% |
| Participant deferral / active EE | $15,454 | $7,572+104.1% | $8,221+88.0% | $4,873+217.1% |
| Admin fee / account holder | $58 | $64-9.0% | $12,045-99.5% | $139-58.2% |