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 8-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 19 · EIN 51-0396365 | Securities Custodian | $216,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,057 | $45,382-31.6% | $154,107-79.8% | $75,289-58.7% |
| Participation rate | 86.4% | 65.9%+20.5pp | 83.0%+3.3pp | 72.4%+14.0pp |
| Annual return | 0.69% | -0.47%+1.2pp | 735.12%-734.4pp | -0.04%+0.7pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,492 | $2,384+46.5% | $5,081-31.3% | $3,739-6.6% |
| Admin fee / account holder | $37 | $89-58.3% | $13,411-99.7% | $102-63.6% |