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 | $11,472 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,595 | $101,499+25.7% | $147,005-13.2% | $74,546+71.2% |
| Participation rate | 95.9% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 16.99% | 8732.34%-8715.4pp | 418.76%-401.8pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $4,890 | $3,811+28.3% | $4,934-0.9% | $2,624+86.3% |
| Participant deferral / active EE | $19,407 | $7,304+165.7% | $8,070+140.5% | $4,347+346.4% |
| Admin fee / account holder | $50 | $1,748-97.1% | $13,006-99.6% | $1,944-97.4% |