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 | $2,536 |
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 | $359,651 | $102,605+250.5% | $145,661+146.9% | $84,808+324.1% |
| Participation rate | 96.3% | 74.3%+22.1pp | 77.2%+19.1pp | 68.3%+28.0pp |
| Annual return | 19.43% | 26.50%-7.1pp | 101.46%-82.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $11,342 | $3,325+241.1% | $4,238+167.7% | $2,631+331.1% |
| Participant deferral / active EE | $21,320 | $5,750+270.8% | $7,198+196.2% | $4,212+406.2% |
| Admin fee / account holder | $26 | $8,758-99.7% | $12,466-99.8% | $7,344-99.6% |