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 9-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 |
|---|---|---|
VALUE CONSULTING1 year Service code 34 · EIN 26-4714507 | Valuation (appraisals, etc.); Direct ... | $9,500 |
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 | $150,763 | $104,475+44.3% | $159,436-5.4% | $79,386+89.9% |
| Participation rate | 98.2% | 76.6%+21.6pp | 82.8%+15.4pp | 70.7%+27.5pp |
| Annual return | 5.64% | 67.95%-62.3pp | 263.57%-257.9pp | 116.85%-111.2pp |
| Employer contribution / active EE | $16,834 | $3,417+392.7% | $4,829+248.6% | $2,427+593.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $50 | $711-92.9% | $10,799-99.5% | $626-92.0% |