See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 27 · EIN 36-4001764 | Advisory (Plan) | $15,067 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,851 | $82,202+144.3% | $125,339+60.2% | $64,808+209.9% |
| Participation rate | 89.4% | 77.9%+11.5pp | 82.4%+7.0pp | 71.5%+17.9pp |
| Annual return | -5.15% | 3.48%-8.6pp | 572.05%-577.2pp | 32.82%-38.0pp |
| Employer contribution / active EE | $4,800 | $3,615+32.8% | $4,814-0.3% | $2,506+91.6% |
| Participant deferral / active EE | $11,355 | $7,175+58.3% | $7,446+52.5% | $4,310+163.4% |
| Admin fee / account holder | -$17 | $163-110.7% | $10,010-100.2% | $188-109.3% |