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 26 · EIN 04-2675571 | Advisory (Participants) | $25,199 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,278 | $44,642+30.5% | $91,220-36.1% | $66,914-12.9% |
| Participation rate | 87.7% | 64.9%+22.8pp | 73.2%+14.5pp | 69.8%+17.9pp |
| Annual return | -15.98% | -12.29%-3.7pp | 114.01%-130.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,422 | $1,706+159.1% | $2,850+55.1% | $2,544+73.8% |
| Participant deferral / active EE | $2,053 | $3,349-38.7% | $4,234-51.5% | $4,237-51.5% |
| Admin fee / account holder | $6 | $521-98.9% | $5,420-99.9% | $593-99.0% |