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 16 · EIN 04-2647786 | Consulting | $58,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,184 | $84,000-10.5% | $119,609-37.1% | $77,904-3.5% |
| Participation rate | 98.9% | 77.8%+21.1pp | 79.3%+19.6pp | 73.7%+25.2pp |
| Annual return | -16.82% | -11.59%-5.2pp | -14.97%-1.8pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,691 | $2,907-41.8% | $4,232-60.0% | $2,848-40.6% |
| Participant deferral / active EE | $3,367 | $4,705-28.4% | $5,602-39.9% | $4,806-29.9% |
| Admin fee / account holder | $41 | $116-64.7% | $10,323-99.6% | $133-69.2% |