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 | Advisory (Plan) | $14,860 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,340 | $65,435+1.4% | $86,677-23.5% | $66,914-0.9% |
| Participation rate | 71.8% | 75.5%-3.6pp | 76.6%-4.7pp | 69.8%+2.0pp |
| Annual return | -18.30% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,963 | $2,153-8.8% | $2,836-30.8% | $2,544-22.8% |
| Participant deferral / active EE | $3,984 | $4,100-2.8% | $4,656-14.4% | $4,237-6.0% |
| Admin fee / account holder | $184 | $642-71.3% | $7,493-97.5% | $593-68.9% |