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 | $32,843 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,006 | $74,661+4.5% | $160,784-51.5% | $67,986+14.7% |
| Participation rate | 75.9% | 57.1%+18.7pp | 77.0%-1.1pp | 57.2%+18.7pp |
| Annual return | 15.41% | 28.83%-13.4pp | 1803.92%-1788.5pp | 31.67%-16.3pp |
| Employer contribution / active EE | $2,965 | $1,829+62.1% | $3,733-20.6% | $2,019+46.9% |
| Participant deferral / active EE | $6,321 | $3,681+71.7% | $6,293+0.5% | $3,358+88.2% |
| Admin fee / account holder | $231 | $3,959-94.2% | $9,717-97.6% | $3,203-92.8% |