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 43-1451524 | Advisory (Plan) | $64,877 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$37,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,059 | $72,254+10.8% | $86,677-7.6% | $64,808+23.5% |
| Participation rate | 96.7% | 80.4%+16.2pp | 76.6%+20.1pp | 71.5%+25.2pp |
| Annual return | -15.42% | 392.42%-407.8pp | 35.91%-51.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,164 | $2,393+32.2% | $2,836+11.6% | $2,506+26.3% |
| Participant deferral / active EE | $7,268 | $4,658+56.0% | $4,656+56.1% | $4,310+68.6% |
| Admin fee / account holder | $209 | $174+19.9% | $7,493-97.2% | $188+11.0% |