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 CAPITAL2 years Service code 26 · EIN 83-1838623 | Advisory (Participants) | $48,534 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return 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 | $26,860 | $47,126-43.0% | $149,673-82.1% | $74,419-63.9% |
| Participation rate | 97.2% | 63.4%+33.8pp | 78.8%+18.5pp | 70.7%+26.5pp |
| Annual return | 9.16% | 22.75%-13.6pp | 134.42%-125.3pp | 34.38%-25.2pp |
| Employer contribution / active EE | $401 | $1,905-79.0% | $4,818-91.7% | $2,637-84.8% |
| Participant deferral / active EE | $3,934 | $2,728+44.2% | $5,680-30.7% | $4,528-13.1% |
| Admin fee / account holder | $168 | $343-51.1% | $13,210-98.7% | $348-51.8% |