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 | -$19,254 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $259,478 | $104,317+148.7% | $159,436+62.7% | $86,799+198.9% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.8%+14.5pp | 72.3%+25.1pp |
| Annual return | 14.04% | 26.32%-12.3pp | 263.57%-249.5pp | 97.91%-83.9pp |
| Employer contribution / active EE | $11,704 | $3,451+239.2% | $4,829+142.3% | $2,405+386.6% |
| Participant deferral / active EE | $5,946 | $6,837-13.0% | $7,352-19.1% | $4,131+43.9% |
| Admin fee / account holder | -$55 | $172-132.0% | $10,799-100.5% | $170-132.5% |