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 | $19,281 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,963 | $77,523-25.2% | $100,383-42.3% | $80,874-28.3% |
| Participation rate | 97.9% | 77.0%+21.0pp | 81.5%+16.4pp | 67.6%+30.3pp |
| Annual return | 17.00% | 37.21%-20.2pp | 49.26%-32.3pp | 35.62%-18.6pp |
| Employer contribution / active EE | $5,429 | $2,801+93.8% | $3,944+37.6% | $2,756+97.0% |
| Participant deferral / active EE | $12,430 | $6,822+82.2% | $8,086+53.7% | $4,297+189.3% |
| Admin fee / account holder | $131 | $5,899-97.8% | $7,900-98.3% | $6,935-98.1% |