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 27 · EIN 33-0905143 | Advisory (Plan) | $25,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,735 | $100,923+64.2% | $150,045+10.5% | $74,304+123.0% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.3%+16.0pp | 60.3%+37.9pp |
| Annual return | 17.83% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $3,433 | $3,463-0.9% | $4,693-26.9% | $2,241+53.2% |
| Participant deferral / active EE | $9,799 | $6,709+46.0% | $7,997+22.5% | $3,767+160.1% |
| Admin fee / account holder | $275 | $2,767-90.1% | $13,435-98.0% | $2,969-90.7% |