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 4-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 | $31,418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,859 | $101,499+7.3% | $147,005-25.9% | $74,546+46.0% |
| Participation rate | 76.4% | 75.5%+0.9pp | 82.2%-5.8pp | 67.2%+9.2pp |
| Annual return | 16.56% | 8732.34%-8715.8pp | 418.76%-402.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $3,614 | $3,811-5.2% | $4,934-26.8% | $2,624+37.7% |
| Participant deferral / active EE | $8,605 | $7,304+17.8% | $8,070+6.6% | $4,347+97.9% |
| Admin fee / account holder | $202 | $1,748-88.4% | $13,006-98.4% | $1,944-89.6% |