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 | $6,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,902 | $86,897-25.3% | $151,611-57.2% | $64,808+0.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -3.75% | -3.57%-0.2pp | 3.33%-7.1pp | 32.82%-36.6pp |
| Employer contribution / active EE | $3,142 | $4,010-21.6% | $6,166-49.0% | $2,506+25.4% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $18 | $153-88.1% | $11,616-99.8% | $188-90.3% |