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 | -$58,544 |
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 | $576,420 | $89,652+543.0% | $141,162+308.3% | $65,185+784.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 23.11% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $20,458 | $3,065+567.5% | $4,735+332.1% | $2,177+839.9% |
| Participant deferral / active EE | $13,356 | $5,691+134.7% | $6,709+99.1% | $3,514+280.1% |
| Admin fee / account holder | -$332 | $569-158.3% | $10,261-103.2% | $847-139.2% |