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) | $66,514 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,253 | $99,078-4.9% | $96,544-2.4% | $74,419+26.7% |
| Participation rate | 96.5% | 80.7%+15.8pp | 76.0%+20.6pp | 70.7%+25.8pp |
| Annual return | 14.97% | 22.48%-7.5pp | 25.84%-10.9pp | 34.38%-19.4pp |
| Employer contribution / active EE | $3,433 | $2,570+33.6% | $2,965+15.8% | $2,637+30.2% |
| Participant deferral / active EE | $8,137 | $4,933+64.9% | $4,851+67.7% | $4,528+79.7% |
| Admin fee / account holder | $233 | $225+3.9% | $8,252-97.2% | $348-32.9% |