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 99 · EIN 47-1411118 | Other Fees | $20,471 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,928 | $100,923-21.8% | $150,045-47.4% | $74,304+6.2% |
| Participation rate | 99.4% | 70.1%+29.3pp | 82.3%+17.0pp | 60.3%+39.0pp |
| Annual return | 19.08% | 51.77%-32.7pp | 62.55%-43.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $5,195 | $3,463+50.0% | $4,693+10.7% | $2,241+131.8% |
| Participant deferral / active EE | $10,056 | $6,709+49.9% | $7,997+25.7% | $3,767+166.9% |
| Admin fee / account holder | $78 | $2,767-97.2% | $13,435-99.4% | $2,969-97.4% |