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 9-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 | $54,972 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,949 | $89,808+42.5% | $100,383+27.5% | $77,671+64.7% |
| Participation rate | 90.6% | 81.2%+9.4pp | 81.5%+9.1pp | 70.6%+20.0pp |
| Annual return | 18.59% | 20.62%-2.0pp | 49.26%-30.7pp | 31.21%-12.6pp |
| Employer contribution / active EE | $5,670 | $3,039+86.6% | $3,944+43.8% | $2,726+108.0% |
| Participant deferral / active EE | $11,923 | $8,284+43.9% | $8,086+47.5% | $4,648+156.5% |
| Admin fee / account holder | $107 | $174-38.5% | $7,900-98.6% | $430-75.1% |