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 | $88,360-10.7% | $145,433-45.7% | $67,986+16.1% |
| Participation rate | 99.4% | 65.5%+33.9pp | 82.1%+17.3pp | 57.2%+42.2pp |
| Annual return | 19.08% | 63.15%-44.1pp | 66.58%-47.5pp | 31.67%-12.6pp |
| Employer contribution / active EE | $5,195 | $3,054+70.1% | $4,554+14.1% | $2,019+157.3% |
| Participant deferral / active EE | $10,056 | $5,932+69.5% | $7,897+27.3% | $3,358+199.5% |
| Admin fee / account holder | $78 | $3,313-97.7% | $13,129-99.4% | $3,203-97.6% |