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 |
|---|---|---|
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,850 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,451 | $132,049-23.2% | $200,582-49.4% | $74,304+36.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 21.26% | 22.22%-1.0pp | 42.33%-21.1pp | 29.43%-8.2pp |
| Employer contribution / active EE | $3,728 | $4,558-18.2% | $6,419-41.9% | $2,241+66.3% |
| Participant deferral / active EE | $4,712 | $7,213-34.7% | $9,331-49.5% | $3,767+25.1% |
| Admin fee / account holder | $294 | $2,405-87.8% | $16,305-98.2% | $2,969-90.1% |