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) | $4,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,201 | $80,968+47.2% | $96,544+23.5% | $75,163+58.6% |
| Participation rate | 94.8% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.6pp |
| Annual return | 15.42% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $7,500 | $2,282+228.7% | $2,965+153.0% | $2,670+180.9% |
| Participant deferral / active EE | $3,305 | $3,928-15.9% | $4,851-31.9% | $4,125-19.9% |
| Admin fee / account holder | $4 | $6,724-99.9% | $8,252-100.0% | $5,651-99.9% |