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, LLC4 years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $25,572 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,252 | $61,272+35.9% | $149,673-44.4% | $71,457+16.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.47% | 35.85%-15.4pp | 134.42%-113.9pp | 28.85%-8.4pp |
| Employer contribution / active EE | $9,223 | $2,378+287.8% | $4,818+91.4% | $2,588+256.4% |
| Participant deferral / active EE | $9,976 | $2,917+242.0% | $5,680+75.6% | $4,289+132.6% |
| Admin fee / account holder | $232 | $1,261-81.6% | $13,210-98.2% | $1,587-85.4% |