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) | $2,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,377 | $105,181-40.7% | $159,436-60.9% | $85,850-27.3% |
| Participation rate | 97.3% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 15.01% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,997 | $5,945+51.3% | $7,352+22.4% | $3,952+127.7% |
| Admin fee / account holder | $24 | $6,933-99.7% | $10,799-99.8% | $6,260-99.6% |