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) | $22 |
Participant contribution per participant 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 | $39,328 | $110,094-64.3% | $151,611-74.1% | $68,494-42.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -6.23% | -10.12%+3.9pp | 3.33%-9.6pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,941 | $4,471-56.6% | $6,166-68.5% | $2,596-25.2% |
| Participant deferral / active EE | $2,888 | $6,527-55.8% | $8,363-65.5% | $4,027-28.3% |
| Admin fee / account holder | $10 | $7,719-99.9% | $11,616-99.9% | $5,403-99.8% |