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 | $4,857 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,259 | $88,360+139.1% | $145,433+45.3% | $67,986+210.7% |
| Participation rate | 87.5% | 65.5%+22.0pp | 82.1%+5.4pp | 57.2%+30.3pp |
| Annual return | 16.02% | 63.15%-47.1pp | 66.58%-50.6pp | 31.67%-15.6pp |
| Employer contribution / active EE | $7,214 | $3,054+136.2% | $4,554+58.4% | $2,019+257.3% |
| Participant deferral / active EE | $10,978 | $5,932+85.1% | $7,897+39.0% | $3,358+226.9% |
| Admin fee / account holder | $46 | $3,313-98.6% | $13,129-99.7% | $3,203-98.6% |