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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,612 | $59,101+38.1% | $77,163+5.8% | $75,163+8.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.30% | 26.71%-13.4pp | 37.87%-24.6pp | 160.62%-147.3pp |
| Employer contribution / active EE | $4,739 | $1,995+137.5% | $2,535+86.9% | $2,670+77.5% |
| Participant deferral / active EE | $4,529 | $2,999+51.0% | $3,833+18.1% | $4,125+9.8% |
| Admin fee / account holder | $52 | $4,774-98.9% | $5,472-99.1% | $5,651-99.1% |