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 99 · EIN 61-1758632 | Other Fees | $25,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,772 | $99,985-16.2% | $146,665-42.9% | $85,850-2.4% |
| Participation rate | 97.0% | 73.1%+23.9pp | 80.1%+16.9pp | 69.3%+27.7pp |
| Annual return | 14.49% | 18.93%-4.4pp | 22.74%-8.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,554 | $2,559-0.2% | $4,136-38.2% | $2,565-0.4% |
| Participant deferral / active EE | $6,091 | $4,006+52.1% | $5,506+10.6% | $3,952+54.1% |
| Admin fee / account holder | $24 | $7,702-99.7% | $10,280-99.8% | $6,260-99.6% |