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 15 · EIN 13-4238973 | Recordkeeping | $0 |
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 | $26,037 | $91,517-71.5% | $101,248-74.3% | $73,409-64.5% |
| Participation rate | 97.5% | 73.8%+23.7pp | 75.8%+21.7pp | 72.2%+25.3pp |
| Annual return | 5.22% | 17.17%-12.0pp | 46.47%-41.3pp | 59.29%-54.1pp |
| Employer contribution / active EE | $4,652 | $2,877+61.7% | $3,660+27.1% | $2,234+108.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |