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) | $14,160 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,417 | $82,978-23.6% | $129,995-51.2% | $71,457-11.3% |
| Participation rate | 96.1% | 74.1%+22.0pp | 78.5%+17.6pp | 67.9%+28.2pp |
| Annual return | 17.31% | 20.60%-3.3pp | -137.18%+154.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,942 | $2,622-25.9% | $4,320-55.0% | $2,588-24.9% |
| Participant deferral / active EE | $3,411 | $4,432-23.0% | $5,820-41.4% | $4,289-20.5% |
| Admin fee / account holder | $6 | $1,729-99.6% | $10,614-99.9% | $1,587-99.6% |