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 04-2675571 | Advisory (Participants) | $22,935 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $3,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,730 | $81,460-41.4% | $103,333-53.8% | $80,856-41.0% |
| Participation rate | 96.8% | 66.8%+30.0pp | 74.5%+22.3pp | 67.6%+29.2pp |
| Annual return | 13.39% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $10,894 | $3,105+250.8% | $3,868+181.6% | $2,755+295.4% |
| Participant deferral / active EE | $2,390 | $3,869-38.2% | $5,057-52.7% | $4,296-44.4% |
| Admin fee / account holder | $207 | $6,566-96.8% | $8,355-97.5% | $6,918-97.0% |