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 | $13,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,062 | $60,323-28.6% | $81,812-47.4% | $74,495-42.2% |
| Participation rate | 94.1% | 62.9%+31.3pp | 72.3%+21.8pp | 67.2%+26.9pp |
| Annual return | 13.10% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $627 | $2,620-76.1% | $2,912-78.5% | $2,623-76.1% |
| Participant deferral / active EE | $3,575 | $3,387+5.5% | $4,319-17.2% | $4,346-17.7% |
| Admin fee / account holder | $67 | $1,486-95.5% | $7,386-99.1% | $1,942-96.6% |