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 | $2,544 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,281 | $101,499-34.7% | $147,005-54.9% | $74,546-11.1% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 15.04% | 8732.34%-8717.3pp | 418.76%-403.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,233 | $3,811-67.6% | $4,934-75.0% | $2,624-53.0% |
| Participant deferral / active EE | $7,969 | $7,304+9.1% | $8,070-1.2% | $4,347+83.3% |
| Admin fee / account holder | $8 | $1,748-99.6% | $13,006-99.9% | $1,944-99.6% |