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 27 · EIN 27-4034238 | Advisory (Plan) | $10,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,203 | $48,230+221.8% | $67,502+129.9% | $80,856+91.9% |
| Participation rate | 79.3% | 66.4%+13.0pp | 72.9%+6.5pp | 67.6%+11.7pp |
| Annual return | 11.30% | 18.28%-7.0pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,906 | $2,020+43.9% | $2,731+6.4% | $2,755+5.5% |
| Participant deferral / active EE | $5,132 | $2,924+75.5% | $4,000+28.3% | $4,296+19.5% |
| Admin fee / account holder | $236 | $3,681-93.6% | $3,998-94.1% | $6,918-96.6% |