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 26 · EIN 71-0294708 | Advisory (Participants) | $7,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,991 | $65,435+51.3% | $86,677+14.2% | $66,914+47.9% |
| Participation rate | 95.1% | 75.5%+19.6pp | 76.6%+18.5pp | 69.8%+25.3pp |
| Annual return | -15.83% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,703 | $2,153+118.4% | $2,836+65.8% | $2,544+84.8% |
| Participant deferral / active EE | $3,336 | $4,100-18.7% | $4,656-28.4% | $4,237-21.3% |
| Admin fee / account holder | $53 | $642-91.7% | $7,493-99.3% | $593-91.0% |