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 | -$8,844 |
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 | $295,919 | $84,936+248.4% | $111,297+165.9% | $79,386+272.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 16.08% | 17.45%-1.4pp | 54.65%-38.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $4,352 | $1,979+119.9% | $2,731+59.4% | $2,427+79.3% |
| Participant deferral / active EE | $9,732 | $3,888+150.3% | $4,487+116.9% | $4,046+140.6% |
| Admin fee / account holder | -$35 | $537-106.6% | $7,964-100.4% | $626-105.6% |