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, LLC5 years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $33,894 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,771 | $55,415+80.0% | $155,509-35.8% | $74,495+33.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.23% | 268.50%-255.3pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $11,192 | $2,267+393.7% | $4,672+139.5% | $2,623+326.7% |
| Participant deferral / active EE | $11,347 | $2,836+300.1% | $5,626+101.7% | $4,346+161.1% |
| Admin fee / account holder | $292 | $1,738-83.2% | $15,912-98.2% | $1,942-84.9% |