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 71 · EIN 94-1737782 | Brokerage Fees | $5,625 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,694 | $87,841+94.3% | $133,980+27.4% | $62,891+171.4% |
| Participation rate | 90.1% | 83.4%+6.7pp | 87.1%+3.1pp | 69.3%+20.8pp |
| Annual return | -3.12% | 12.05%-15.2pp | 29.30%-32.4pp | 20.14%-23.3pp |
| Employer contribution / active EE | $3,832 | $3,483+10.0% | $5,211-26.5% | $2,281+68.0% |
| Participant deferral / active EE | $13,735 | $4,812+185.4% | $6,282+118.6% | $3,203+328.8% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |