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 21 · EIN 46-0189380 | Bank Trustee | $625 |
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 | $68,083 | $111,608-39.0% | $177,821-61.7% | $73,409-7.3% |
| Participation rate | 86.3% | 87.9%-1.6pp | 87.7%-1.4pp | 72.2%+14.1pp |
| Annual return | -6.29% | 18.23%-24.5pp | 48.32%-54.6pp | 59.29%-65.6pp |
| Employer contribution / active EE | $3,718 | $3,796-2.1% | $5,918-37.2% | $2,234+66.5% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $2 | $166-98.9% | $12,427-100.0% | $158-98.8% |