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 | $29,730 |
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 | $494,910 | $122,693+303.4% | $184,203+168.7% | $199,593+148.0% |
| Participation rate | 98.7% | 86.8%+11.9pp | 86.8%+11.9pp | 72.0%+26.8pp |
| Annual return | 17.09% | 143.91%-126.8pp | 28.81%-11.7pp | 34.25%-17.2pp |
| Employer contribution / active EE | $27,974 | $4,584+510.2% | $6,427+335.3% | $3,034+821.9% |
| Participant deferral / active EE | $12,647 | $7,990+58.3% | $9,131+38.5% | $5,087+148.6% |
| Admin fee / account holder | $19 | $121-84.0% | $13,901-99.9% | $269-92.8% |