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 26 · EIN 32-0781448 | Advisory (Participants) | $9,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,094 | $88,634-23.2% | $101,326-32.8% | $74,304-8.4% |
| Participation rate | 99.1% | 76.9%+22.3pp | 81.5%+17.6pp | 60.3%+38.8pp |
| Annual return | 26.23% | 33.10%-6.9pp | 36.82%-10.6pp | 29.43%-3.2pp |
| Employer contribution / active EE | $5,172 | $2,930+76.5% | $3,665+41.1% | $2,241+130.8% |
| Participant deferral / active EE | $9,528 | $7,322+30.1% | $7,994+19.2% | $3,767+152.9% |
| Admin fee / account holder | $76 | $2,425-96.9% | $11,185-99.3% | $2,969-97.4% |