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) | $45,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,287 | $65,390-39.9% | $169,368-76.8% | $71,457-45.0% |
| Participation rate | 93.9% | 67.0%+26.9pp | 77.1%+16.7pp | 67.9%+25.9pp |
| Annual return | 16.87% | 21.31%-4.4pp | 405.60%-388.7pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,474 | $2,079-29.1% | $4,013-63.3% | $2,588-43.0% |
| Participant deferral / active EE | $4,798 | $4,367+9.9% | $6,221-22.9% | $4,289+11.9% |
| Admin fee / account holder | $113 | $1,324-91.5% | $9,003-98.7% | $1,587-92.9% |