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 9-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 |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC3 years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $22,682 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,727 | $65,061+4.1% | $143,757-52.9% | $66,914+1.2% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -16.23% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $8,051 | $2,361+241.1% | $4,951+62.6% | $2,544+216.5% |
| Participant deferral / active EE | $8,874 | $2,919+204.0% | $5,637+57.4% | $4,237+109.4% |
| Admin fee / account holder | $231 | $502-54.0% | $14,673-98.4% | $593-61.1% |