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 | $11,667 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,537 | $55,472+50.6% | $155,567-46.3% | $74,546+12.1% |
| Participation rate | 88.9% | 61.9%+27.0pp | 78.2%+10.7pp | 67.2%+21.7pp |
| Annual return | 13.39% | 268.72%-255.3pp | 64.74%-51.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $4,653 | $2,269+105.1% | $4,674-0.5% | $2,624+77.3% |
| Participant deferral / active EE | $6,674 | $2,838+135.2% | $5,628+18.6% | $4,347+53.5% |
| Admin fee / account holder | $60 | $1,743-96.5% | $15,916-99.6% | $1,944-96.9% |