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 | -$533,858 |
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 | $254,011 | $47,722+432.3% | $82,719+207.1% | $64,808+291.9% |
| Participation rate | 97.9% | 67.6%+30.3pp | 72.6%+25.4pp | 71.5%+26.4pp |
| Annual return | -16.94% | -13.05%-3.9pp | 701.18%-718.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $10,042 | $2,179+360.8% | $3,009+233.7% | $2,506+300.7% |
| Participant deferral / active EE | $11,059 | $3,329+232.2% | $4,395+151.6% | $4,310+156.6% |
| Admin fee / account holder | $112 | $143-21.7% | $5,329-97.9% | $188-40.4% |