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 |
|---|---|---|
DEFINITI LLC1 year Service code 49 · EIN 85-0833363 | Other Services | $8,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,717 | $82,978-26.8% | $129,995-53.3% | $71,457-15.0% |
| Participation rate | 89.6% | 74.1%+15.5pp | 78.5%+11.1pp | 67.9%+21.7pp |
| Annual return | 14.58% | 20.60%-6.0pp | -137.18%+151.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $870 | $2,622-66.8% | $4,320-79.9% | $2,588-66.4% |
| Participant deferral / active EE | $4,163 | $4,432-6.1% | $5,820-28.5% | $4,289-2.9% |
| Admin fee / account holder | $34 | $1,729-98.0% | $10,614-99.7% | $1,587-97.9% |