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) | $29,696 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,233 | $61,272+19.5% | $149,673-51.1% | $71,457+2.5% |
| Participation rate | 90.1% | 62.5%+27.6pp | 78.8%+11.3pp | 67.9%+22.1pp |
| Annual return | 17.42% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,774 | $2,378+16.6% | $4,818-42.4% | $2,588+7.2% |
| Participant deferral / active EE | $4,622 | $2,917+58.4% | $5,680-18.6% | $4,289+7.8% |
| Admin fee / account holder | $181 | $1,261-85.6% | $13,210-98.6% | $1,587-88.6% |