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 |
|---|---|---|
Filed as: BANK OF AMERICA Service code 18 · EIN 56-0906609 | Account maintenance fees; Custodial (... | $11,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,645 | $99,957+70.7% | $149,696+14.0% | $73,488+132.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.16% | 53.87%-36.7pp | 276.60%-259.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $19,262 | $3,191+503.6% | $4,644+314.7% | $2,270+748.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36 | $551-93.4% | $9,309-99.6% | $513-93.0% |