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 7-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 15 · EIN 35-0145825 | Recordkeeping | $27,745 |
GUARANTY PRIVATE WEALTH LLC4 years Service code 26 · EIN 64-0913819 | Advisory (Participants) | $27,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,984 | $82,978-13.2% | $129,995-44.6% | $71,457+0.7% |
| Participation rate | 86.7% | 74.1%+12.6pp | 78.5%+8.2pp | 67.9%+18.7pp |
| Annual return | 17.04% | 20.60%-3.6pp | -137.18%+154.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,103 | $2,622+18.3% | $4,320-28.2% | $2,588+19.9% |
| Participant deferral / active EE | $5,892 | $4,432+32.9% | $5,820+1.2% | $4,289+37.4% |
| Admin fee / account holder | $237 | $1,729-86.3% | $10,614-97.8% | $1,587-85.1% |