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) | $38,151 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,922 | $86,944-61.0% | $107,525-68.5% | $74,304-54.3% |
| Participation rate | 95.5% | 59.6%+35.9pp | 75.1%+20.4pp | 60.3%+35.1pp |
| Annual return | 13.03% | 23.52%-10.5pp | 181.32%-168.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,961 | $2,757-28.8% | $3,754-47.7% | $2,241-12.5% |
| Participant deferral / active EE | $2,993 | $3,554-15.8% | $5,116-41.5% | $3,767-20.6% |
| Admin fee / account holder | $175 | $3,727-95.3% | $8,919-98.0% | $2,969-94.1% |