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 7-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 | $28,673 |
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 | $279,092 | $53,063+426.0% | $70,164+297.8% | $71,457+290.6% |
| Participation rate | 98.0% | 62.1%+35.9pp | 78.8%+19.1pp | 67.9%+30.1pp |
| Annual return | 17.77% | 19.46%-1.7pp | 18.87%-1.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $9,507 | $3,011+215.7% | $4,287+121.8% | $2,588+267.4% |
| Participant deferral / active EE | $15,670 | $3,291+376.2% | $5,395+190.4% | $4,289+265.4% |
| Admin fee / account holder | $129 | $1,068-87.9% | $4,561-97.2% | $1,587-91.8% |