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 | $32,890 |
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 | $258,823 | $94,833+172.9% | $75,696+241.9% | $86,799+198.2% |
| Participation rate | 83.6% | 79.1%+4.5pp | 74.8%+8.8pp | 72.3%+11.3pp |
| Annual return | 13.90% | 16.91%-3.0pp | 104.53%-90.6pp | 97.91%-84.0pp |
| Employer contribution / active EE | $11,098 | $2,904+282.1% | $2,743+304.7% | $2,405+361.4% |
| Participant deferral / active EE | $7,495 | $3,632+106.4% | $3,821+96.1% | $4,131+81.4% |
| Admin fee / account holder | $28 | $109-74.4% | $3,619-99.2% | $170-83.6% |