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 |
|---|---|---|
VEERY CAPITAL1 year Service code 26 · EIN 83-1838623 | Advisory (Participants) | $52,189 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer 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 | $22,996 | $46,292-50.3% | $143,757-84.0% | $64,808-64.5% |
| Participation rate | 88.0% | 64.2%+23.8pp | 80.3%+7.7pp | 71.5%+16.5pp |
| Annual return | -12.17% | -10.05%-2.1pp | -0.04%-12.1pp | 32.82%-45.0pp |
| Employer contribution / active EE | $280 | $1,910-85.4% | $4,951-94.4% | $2,506-88.8% |
| Participant deferral / active EE | $3,644 | $2,646+37.7% | $5,637-35.4% | $4,310-15.5% |
| Admin fee / account holder | $169 | $154+10.1% | $14,673-98.8% | $188-9.8% |