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 | $23,841 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,428 | $83,369+168.0% | $105,223+112.3% | $67,986+228.6% |
| Participation rate | 76.9% | 56.3%+20.6pp | 75.0%+1.9pp | 57.2%+19.7pp |
| Annual return | 19.32% | 24.64%-5.3pp | 180.65%-161.3pp | 31.67%-12.3pp |
| Employer contribution / active EE | $9,232 | $2,541+263.4% | $3,689+150.3% | $2,019+357.3% |
| Participant deferral / active EE | $4,157 | $3,295+26.2% | $5,072-18.0% | $3,358+23.8% |
| Admin fee / account holder | $175 | $4,073-95.7% | $8,859-98.0% | $3,203-94.5% |