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 32-0781448 | Advisory (Participants) | $5,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,196 | $80,717-45.2% | $154,803-71.5% | $84,808-47.9% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 17.16% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $969 | $2,761-64.9% | $4,305-77.5% | $2,631-63.2% |
| Participant deferral / active EE | $3,916 | $3,303+18.5% | $5,540-29.3% | $4,212-7.0% |
| Admin fee / account holder | $54 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |