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 CAPITAL3 years Filed as: VEERY CAPITAL, LLC Service code 99 · EIN 83-1838623 | Other Fees | $49,860 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,121 | $54,517+114.8% | $75,972+54.2% | $74,495+57.2% |
| Participation rate | 56.4% | 60.3%-3.9pp | 69.1%-12.7pp | 67.2%-10.8pp |
| Annual return | 10.35% | 31.82%-21.5pp | 359.55%-349.2pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,874 | $1,777+61.7% | $2,685+7.0% | $2,623+9.6% |
| Participant deferral / active EE | $6,224 | $3,066+103.0% | $4,255+46.3% | $4,346+43.2% |
| Admin fee / account holder | $42 | $2,229-98.1% | $6,467-99.3% | $1,942-97.8% |