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 | $58,410 |
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 | $384,257 | $129,021+197.8% | $184,203+108.6% | $77,643+394.9% |
| Participation rate | 99.7% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.1pp |
| Annual return | 15.45% | 33.27%-17.8pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $19,976 | $4,413+352.7% | $6,427+210.8% | $2,726+632.8% |
| Participant deferral / active EE | $14,929 | $7,297+104.6% | $9,131+63.5% | $4,647+221.2% |
| Admin fee / account holder | $115 | $254-54.5% | $13,901-99.2% | $430-73.2% |