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 | $1,676 |
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 | $289,442 | $87,733+229.9% | $106,548+171.7% | $85,850+237.2% |
| Participation rate | 96.8% | 71.9%+24.8pp | 76.1%+20.6pp | 69.3%+27.5pp |
| Annual return | 13.51% | 21.86%-8.3pp | 26.80%-13.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $8,313 | $2,073+301.0% | $2,819+194.9% | $2,565+224.1% |
| Participant deferral / active EE | $21,271 | $3,469+513.1% | $4,398+383.7% | $3,952+438.3% |
| Admin fee / account holder | $16 | $6,767-99.8% | $7,407-99.8% | $6,260-99.7% |