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 26 · EIN 71-0294708 | Advisory (Participants) | $56 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,891 | $50,199+75.1% | $70,092+25.4% | $66,914+31.3% |
| Participation rate | 95.6% | 66.3%+29.3pp | 70.5%+25.1pp | 69.8%+25.8pp |
| Annual return | -11.35% | -13.85%+2.5pp | 190.73%-202.1pp | 1.58%-12.9pp |
| Employer contribution / active EE | $4,622 | $1,864+148.0% | $2,559+80.6% | $2,544+81.7% |
| Participant deferral / active EE | $3,844 | $3,112+23.5% | $3,849-0.1% | $4,237-9.3% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $593-100.0% |