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) | $58 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,693 | $56,423+67.8% | $77,163+22.7% | $71,457+32.5% |
| Participation rate | 98.9% | 64.3%+34.6pp | 69.6%+29.4pp | 67.9%+31.0pp |
| Annual return | 12.80% | 19.05%-6.2pp | 37.87%-25.1pp | 28.85%-16.0pp |
| Employer contribution / active EE | $4,744 | $1,866+154.3% | $2,535+87.2% | $2,588+83.4% |
| Participant deferral / active EE | $4,108 | $3,142+30.8% | $3,833+7.2% | $4,289-4.2% |
| Admin fee / account holder | $0 | $1,429-100.0% | $5,472-100.0% | $1,587-100.0% |