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 28 · EIN 41-0417830 | Investment Management | $5,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,356 | $91,552-41.7% | $133,956-60.2% | $79,858-33.2% |
| Participation rate | 95.1% | 73.3%+21.7pp | 79.8%+15.2pp | 69.6%+25.4pp |
| Annual return | 16.21% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,483 | $2,384+46.1% | $3,919-11.1% | $2,471+41.0% |
| Participant deferral / active EE | $10,820 | $3,733+189.8% | $5,048+114.4% | $3,740+189.3% |
| Admin fee / account holder | $55 | $6,321-99.1% | $8,927-99.4% | $5,306-99.0% |