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 | -$18,210 |
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 | $506,984 | $80,753+527.8% | $136,294+272.0% | $62,292+713.9% |
| Participation rate | 98.3% | 73.5%+24.7pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 19.76% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $18,365 | $2,884+536.9% | $4,695+291.1% | $2,042+799.3% |
| Participant deferral / active EE | $14,154 | $5,164+174.1% | $6,247+126.6% | $3,169+346.6% |
| Admin fee / account holder | -$118 | $525-122.5% | $9,243-101.3% | $479-124.7% |