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 | -$20,263 |
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 | $447,331 | $75,183+495.0% | $123,892+261.1% | $55,167+710.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 14.62% | 19.01%-4.4pp | 47.52%-32.9pp | 169.23%-154.6pp |
| Employer contribution / active EE | $18,061 | $2,823+539.7% | $4,617+291.2% | $1,963+820.3% |
| Participant deferral / active EE | $13,688 | $5,084+169.2% | $5,984+128.7% | $3,054+348.2% |
| Admin fee / account holder | -$136 | $663-120.5% | $8,357-101.6% | $504-126.9% |