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 26 · EIN 56-1616567 | Advisory (Participants) | $39,004 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $14,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,144 | $80,724-52.7% | $103,333-63.1% | $74,495-48.8% |
| Participation rate | 95.8% | 65.7%+30.2pp | 74.5%+21.3pp | 67.2%+28.6pp |
| Annual return | 11.92% | 27.56%-15.6pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $3,114 | $3,157-1.4% | $3,868-19.5% | $2,623+18.7% |
| Participant deferral / active EE | $4,667 | $3,860+20.9% | $5,057-7.7% | $4,346+7.4% |
| Admin fee / account holder | $281 | $2,368-88.1% | $8,355-96.6% | $1,942-85.5% |