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 21 · EIN 39-0394950 | Bank Trustee | $62,316 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,942 | $61,156+7.8% | $185,823-64.5% | $79,386-16.9% |
| Participation rate | 95.9% | 66.6%+29.3pp | 81.7%+14.2pp | 70.7%+25.2pp |
| Annual return | 12.90% | 19.45%-6.5pp | 122.05%-109.2pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,536 | $2,321+9.3% | $5,167-50.9% | $2,427+4.5% |
| Participant deferral / active EE | $4,226 | $2,789+51.5% | $5,568-24.1% | $4,046+4.5% |
| Admin fee / account holder | $282 | $710-60.3% | $16,237-98.3% | $626-55.0% |