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 | -$472,235 |
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 | $292,772 | $52,208+460.8% | $86,612+238.0% | $74,419+293.4% |
| Participation rate | 98.8% | 66.3%+32.5pp | 71.7%+27.1pp | 70.7%+28.1pp |
| Annual return | 18.21% | 44.46%-26.2pp | 591.07%-572.9pp | 34.38%-16.2pp |
| Employer contribution / active EE | $10,118 | $2,282+343.4% | $3,022+234.7% | $2,637+283.6% |
| Participant deferral / active EE | $11,421 | $3,383+237.6% | $4,438+157.4% | $4,528+152.2% |
| Admin fee / account holder | $87 | $319-72.6% | $5,614-98.4% | $348-74.9% |