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 | $100 |
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 | $336,883 | $138,385+143.4% | $184,200+82.9% | $80,874+316.6% |
| Participation rate | 95.6% | 83.9%+11.7pp | 86.8%+8.7pp | 67.6%+27.9pp |
| Annual return | 20.40% | 20.02%+0.4pp | 28.80%-8.4pp | 35.62%-15.2pp |
| Employer contribution / active EE | $16,106 | $4,849+232.1% | $6,424+150.7% | $2,756+484.5% |
| Participant deferral / active EE | $18,511 | $7,073+161.7% | $9,132+102.7% | $4,297+330.8% |
| Admin fee / account holder | $11 | $10,483-99.9% | $13,907-99.9% | $6,935-99.8% |