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 10 · EIN 72-1202445 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,444 |
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 | $589,246 | $104,475+464.0% | $159,436+269.6% | $79,386+642.3% |
| Participation rate | 99.2% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.5pp |
| Annual return | 19.06% | 67.95%-48.9pp | 263.57%-244.5pp | 116.85%-97.8pp |
| Employer contribution / active EE | $11,931 | $3,417+249.2% | $4,829+147.1% | $2,427+391.5% |
| Participant deferral / active EE | $10,571 | $6,467+63.5% | $7,352+43.8% | $4,046+161.3% |
| Admin fee / account holder | -$344 | $711-148.4% | $10,799-103.2% | $626-155.0% |