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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $320 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,121 | $63,745-44.9% | $98,442-64.3% | $79,386-55.8% |
| Participation rate | 97.5% | 69.9%+27.7pp | 73.3%+24.2pp | 70.7%+26.8pp |
| Annual return | 23.57% | 625.80%-602.2pp | 1492.73%-1469.2pp | 116.85%-93.3pp |
| Employer contribution / active EE | $3,975 | $2,557+55.5% | $2,960+34.3% | $2,427+63.8% |
| Participant deferral / active EE | $7,520 | $3,303+127.6% | $4,276+75.9% | $4,046+85.9% |
| Admin fee / account holder | $1 | $516-99.7% | $5,949-100.0% | $626-99.8% |