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 17 · EIN 48-1205033 | Pension Consulting | $11,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,897 | $58,264-38.4% | $86,612-58.6% | $71,457-49.8% |
| Participation rate | 97.0% | 65.0%+32.0pp | 71.7%+25.3pp | 67.9%+29.1pp |
| Annual return | 19.61% | 21.63%-2.0pp | 591.07%-571.5pp | 28.85%-9.2pp |
| Employer contribution / active EE | $643 | $2,574-75.0% | $3,022-78.7% | $2,588-75.2% |
| Participant deferral / active EE | $3,311 | $3,436-3.6% | $4,438-25.4% | $4,289-22.8% |
| Admin fee / account holder | $57 | $1,057-94.6% | $5,614-99.0% | $1,587-96.4% |