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 |
|---|---|---|
VEERY CAPITAL2 years Filed as: VEERY CAPITAL, LLC Service code 99 · EIN 83-1838623 | Other Fees | $42,805 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,488 | $51,045+92.9% | $70,515+39.7% | $71,457+37.8% |
| Participation rate | 48.1% | 59.4%-11.4pp | 68.3%-20.3pp | 67.9%-19.9pp |
| Annual return | 15.20% | 42.63%-27.4pp | 32.77%-17.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,417 | $1,790+35.0% | $2,973-18.7% | $2,588-6.6% |
| Participant deferral / active EE | $5,181 | $3,026+71.2% | $4,567+13.5% | $4,289+20.8% |
| Admin fee / account holder | $37 | $1,994-98.2% | $6,412-99.4% | $1,587-97.7% |