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 | $25,917 |
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 | $192,933 | $111,491+73.0% | $189,513+1.8% | $86,799+122.3% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.8%+10.8pp | 72.3%+26.4pp |
| Annual return | 19.10% | 83.50%-64.4pp | 555.15%-536.0pp | 97.91%-78.8pp |
| Employer contribution / active EE | $9,050 | $3,951+129.1% | $6,162+46.9% | $2,405+276.3% |
| Participant deferral / active EE | $10,238 | $6,437+59.1% | $8,221+24.5% | $4,131+147.8% |
| Admin fee / account holder | $69 | $189-63.2% | $12,045-99.4% | $170-59.0% |