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 | -$4,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,180 | $58,778+55.1% | $129,295-29.5% | $77,671+17.4% |
| Participation rate | 98.6% | 59.2%+39.3pp | 69.6%+28.9pp | 70.6%+28.0pp |
| Annual return | 14.48% | 24.73%-10.3pp | 9429.28%-9414.8pp | 31.21%-16.7pp |
| Employer contribution / active EE | $9,531 | $1,952+388.3% | $4,157+129.3% | $2,726+249.6% |
| Participant deferral / active EE | $6,716 | $3,212+109.1% | $4,169+61.1% | $4,648+44.5% |
| Admin fee / account holder | $0 | $589-100.0% | $7,665-100.0% | $430-100.0% |