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) | $58,910 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $27,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,523 | $99,078-60.1% | $96,544-59.1% | $74,419-46.9% |
| Participation rate | 95.8% | 80.7%+15.2pp | 76.0%+19.9pp | 70.7%+25.1pp |
| Annual return | 16.27% | 22.48%-6.2pp | 25.84%-9.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $4,061 | $2,570+58.0% | $2,965+37.0% | $2,637+54.0% |
| Participant deferral / active EE | $4,280 | $4,933-13.2% | $4,851-11.8% | $4,528-5.5% |
| Admin fee / account holder | $202 | $225-10.3% | $8,252-97.6% | $348-42.0% |