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 26 · EIN 20-2795840 | Advisory (Participants) | $19,951 |
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $6,351 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,171 | $96,484-59.4% | $156,263-74.9% | $74,304-47.3% |
| Participation rate | 94.4% | 67.7%+26.7pp | 78.9%+15.5pp | 60.3%+34.1pp |
| Annual return | 26.64% | 17.73%+8.9pp | 59.47%-32.8pp | 29.43%-2.8pp |
| Employer contribution / active EE | $3,159 | $2,528+24.9% | $4,333-27.1% | $2,241+41.0% |
| Participant deferral / active EE | $5,556 | $4,286+29.6% | $6,158-9.8% | $3,767+47.5% |
| Admin fee / account holder | $174 | $3,728-95.3% | $14,255-98.8% | $2,969-94.1% |