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 | $21,246 |
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 | $289,079 | $84,487+242.2% | $125,339+130.6% | $66,914+332.0% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -18.36% | -8.39%-10.0pp | 572.05%-590.4pp | 1.58%-19.9pp |
| Employer contribution / active EE | $17,830 | $3,553+401.8% | $4,814+270.4% | $2,544+600.8% |
| Participant deferral / active EE | $9,991 | $6,781+47.3% | $7,446+34.2% | $4,237+135.8% |
| Admin fee / account holder | $108 | $685-84.2% | $10,010-98.9% | $593-81.7% |