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 | $16,466 |
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 | $299,901 | $138,347+116.8% | $184,203+62.8% | $80,856+270.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.87% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $21,529 | $4,850+343.8% | $6,427+235.0% | $2,755+681.5% |
| Participant deferral / active EE | $23,252 | $7,071+228.8% | $9,131+154.6% | $4,296+441.3% |
| Admin fee / account holder | $151 | $10,483-98.6% | $13,901-98.9% | $6,918-97.8% |