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 | $9,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,737 | $99,985-49.3% | $146,665-65.4% | $85,850-40.9% |
| Participation rate | 98.6% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.2pp |
| Annual return | 13.24% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,637 | $2,559+3.0% | $4,136-36.3% | $2,565+2.8% |
| Participant deferral / active EE | $8,170 | $4,006+104.0% | $5,506+48.4% | $3,952+106.7% |
| Admin fee / account holder | $77 | $7,702-99.0% | $10,280-99.3% | $6,260-98.8% |