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 | -$139,120 |
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 | $721,716 | $129,095+459.1% | $184,200+291.8% | $77,671+829.2% |
| Participation rate | 97.7% | 87.3%+10.4pp | 86.8%+10.9pp | 70.6%+27.1pp |
| Annual return | 16.91% | 33.29%-16.4pp | 28.80%-11.9pp | 31.21%-14.3pp |
| Employer contribution / active EE | $28,878 | $4,410+554.9% | $6,424+349.5% | $2,726+959.2% |
| Participant deferral / active EE | $17,877 | $7,300+144.9% | $9,132+95.8% | $4,648+284.6% |
| Admin fee / account holder | -$417 | $256-262.9% | $13,907-103.0% | $430-196.8% |