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 9-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 26 · EIN 83-2819533 | Advisory (Participants) | $54,939 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,930 | $72,254-58.6% | $86,677-65.5% | $64,808-53.8% |
| Participation rate | 86.3% | 80.4%+5.9pp | 76.6%+9.8pp | 71.5%+14.9pp |
| Annual return | -13.96% | 392.42%-406.4pp | 35.91%-49.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $4,049 | $2,393+69.2% | $2,836+42.7% | $2,506+61.6% |
| Participant deferral / active EE | $4,440 | $4,658-4.7% | $4,656-4.6% | $4,310+3.0% |
| Admin fee / account holder | $160 | $174-7.9% | $7,493-97.9% | $188-14.7% |