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 47-1411118 | Advisory (Plan) | $23,059 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,676 | $65,435-22.6% | $86,677-41.5% | $66,914-24.3% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | -15.68% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,597 | $2,153+20.6% | $2,836-8.5% | $2,544+2.1% |
| Participant deferral / active EE | $7,075 | $4,100+72.5% | $4,656+52.0% | $4,237+67.0% |
| Admin fee / account holder | $207 | $642-67.7% | $7,493-97.2% | $593-65.1% |