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 49 · EIN 93-0987232 | Other Services | $3,667 |
Participant 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 | $128,520 | $69,362+85.3% | $101,248+26.9% | $73,488+74.9% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.8%+23.5pp | 70.7%+28.6pp |
| Annual return | 19.80% | 18.46%+1.3pp | 46.47%-26.7pp | 28.51%-8.7pp |
| Employer contribution / active EE | $2,162 | $2,628-17.7% | $3,660-40.9% | $2,270-4.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-99.9% |