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 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $104,412 | $105,181-0.7% | $159,436-34.5% | $85,850+21.6% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.8%+16.2pp | 69.3%+29.7pp |
| Annual return | 5.28% | 45.07%-39.8pp | 263.57%-258.3pp | 318.53%-313.2pp |
| Employer contribution / active EE | $7,054 | $3,318+112.6% | $4,829+46.1% | $2,565+175.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |