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 |
|---|---|---|
CROWE LLP1 year Service code 65 · EIN 35-0921680 | Account Maintenance | $5,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,659 | $73,638+86.9% | $95,952+43.5% | $73,488+87.3% |
| Participation rate | 97.9% | 76.2%+21.7pp | 77.1%+20.8pp | 70.7%+27.2pp |
| Annual return | 17.66% | 16.78%+0.9pp | 91.61%-73.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $5,071 | $1,863+172.2% | $2,541+99.6% | $2,270+123.4% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $33 | $482-93.1% | $6,795-99.5% | $513-93.5% |