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 | -$48,574 |
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 | $693,241 | $99,957+593.5% | $149,696+363.1% | $73,488+843.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 23.08% | 53.87%-30.8pp | 276.60%-253.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $21,132 | $3,191+562.2% | $4,644+355.0% | $2,270+830.9% |
| Participant deferral / active EE | $14,306 | $6,073+135.6% | $6,842+109.1% | $3,740+282.6% |
| Admin fee / account holder | -$270 | $551-149.1% | $9,309-102.9% | $513-152.7% |