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 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $35,446 |
Annual investment return 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 | $59,244 | $56,503+4.9% | $70,092-15.5% | $64,808-8.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -48.13% | -13.44%-34.7pp | 190.73%-238.9pp | 32.82%-81.0pp |
| Employer contribution / active EE | $4,054 | $2,046+98.1% | $2,559+58.4% | $2,506+61.8% |
| Participant deferral / active EE | $7,132 | $3,389+110.5% | $3,849+85.3% | $4,310+65.5% |
| Admin fee / account holder | $74 | $160-53.6% | $6,267-98.8% | $188-60.3% |