Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $8,467 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,317 | $106,110-35.6% | $147,005-53.5% | $77,671-12.0% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 16.90% | 56.77%-39.9pp | 418.76%-401.9pp | 31.21%-14.3pp |
| Employer contribution / active EE | $1,794 | $4,065-55.9% | $4,934-63.6% | $2,726-34.2% |
| Participant deferral / active EE | $6,753 | $7,992-15.5% | $8,070-16.3% | $4,648+45.3% |
| Admin fee / account holder | $17 | $338-95.1% | $13,006-99.9% | $430-96.1% |