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 5-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 | $21,959 |
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 | $355,221 | $122,239+190.6% | $184,200+92.8% | $74,546+376.5% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.8pp | 67.2%+31.5pp |
| Annual return | 18.05% | 19.95%-1.9pp | 28.80%-10.7pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $15,035 | $4,537+231.4% | $6,424+134.1% | $2,624+472.9% |
| Participant deferral / active EE | $14,047 | $7,139+96.8% | $9,132+53.8% | $4,347+223.1% |
| Admin fee / account holder | $141 | $1,260-88.8% | $13,907-99.0% | $1,944-92.7% |