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 42-1445429 | Advisory (Plan) | $23,139 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,012 | $58,264-17.6% | $86,612-44.6% | $71,457-32.8% |
| Participation rate | 95.6% | 65.0%+30.6pp | 71.7%+23.9pp | 67.9%+27.7pp |
| Annual return | 15.88% | 21.63%-5.8pp | 591.07%-575.2pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,239 | $2,574-13.0% | $3,022-25.9% | $2,588-13.5% |
| Participant deferral / active EE | $4,007 | $3,436+16.6% | $4,438-9.7% | $4,289-6.6% |
| Admin fee / account holder | $215 | $1,057-79.7% | $5,614-96.2% | $1,587-86.5% |