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 47-1411118 | Advisory (Plan) | $33,596 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,501 | $65,061-0.9% | $143,757-55.1% | $66,914-3.6% |
| Participation rate | 89.2% | 65.2%+24.0pp | 80.3%+8.8pp | 69.8%+19.4pp |
| Annual return | -17.63% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,988 | $2,361+26.6% | $4,951-39.6% | $2,544+17.5% |
| Participant deferral / active EE | $5,426 | $2,919+85.9% | $5,637-3.7% | $4,237+28.1% |
| Admin fee / account holder | $211 | $502-58.0% | $14,673-98.6% | $593-64.5% |