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 51 · EIN 39-6040276 | Investment Mgmt Fees | $475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,539 | $82,664-31.6% | $125,339-54.9% | $68,494-17.5% |
| Participation rate | 91.2% | 75.0%+16.2pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -12.53% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,829 | $3,381-16.3% | $4,814-41.2% | $2,596+8.9% |
| Participant deferral / active EE | $8,711 | $6,110+42.6% | $7,446+17.0% | $4,027+116.3% |
| Admin fee / account holder | $20 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |