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 41-0973005 | Advisory (Plan) | $60,855 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,966 | $100,227-14.2% | $169,993-49.4% | $74,419+15.5% |
| Participation rate | 78.6% | 87.3%-8.7pp | 87.0%-8.4pp | 70.7%+7.9pp |
| Annual return | 18.22% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,762 | $4,263-35.2% | $6,785-59.3% | $2,637+4.7% |
| Participant deferral / active EE | $4,410 | $7,143-38.3% | $10,408-57.6% | $4,528-2.6% |
| Admin fee / account holder | $208 | $234-11.4% | $12,815-98.4% | $348-40.3% |