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 9-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 19 · EIN 73-1590280 | Securities Custodian | $20,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,611 | $69,010-64.3% | $159,960-84.6% | $68,494-64.1% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -17.98% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,824 | $2,213+72.8% | $4,226-9.5% | $2,596+47.3% |
| Participant deferral / active EE | $4,027 | $4,212-4.4% | $6,182-34.9% | $4,0270% |
| Admin fee / account holder | $195 | $4,798-95.9% | $8,698-97.8% | $5,403-96.4% |