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 7-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 | $11,534 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $270,275 | $65,061+315.4% | $143,757+88.0% | $66,914+303.9% |
| Participation rate | 96.2% | 65.2%+31.0pp | 80.3%+15.9pp | 69.8%+26.4pp |
| Annual return | -21.18% | -11.14%-10.0pp | -0.04%-21.1pp | 1.58%-22.8pp |
| Employer contribution / active EE | $16,257 | $2,361+588.7% | $4,951+228.4% | $2,544+539.0% |
| Participant deferral / active EE | $18,319 | $2,919+527.6% | $5,637+225.0% | $4,237+332.4% |
| Admin fee / account holder | $77 | $502-84.7% | $14,673-99.5% | $593-87.1% |