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 | $10,058 |
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 | $60,522 | $100,227-39.6% | $169,993-64.4% | $74,419-18.7% |
| Participation rate | 96.9% | 87.3%+9.6pp | 87.0%+9.9pp | 70.7%+26.2pp |
| Annual return | -2.79% | 66.08%-68.9pp | 53.37%-56.2pp | 34.38%-37.2pp |
| Employer contribution / active EE | $3,572 | $4,263-16.2% | $6,785-47.3% | $2,637+35.5% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $30 | $234-87.0% | $12,815-99.8% | $348-91.3% |