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 27 · EIN 35-2552359 | Advisory (Plan) | $35,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,244 | $88,360+51.9% | $145,433-7.7% | $67,986+97.5% |
| Participation rate | 98.8% | 65.5%+33.3pp | 82.1%+16.7pp | 57.2%+41.6pp |
| Annual return | 16.99% | 63.15%-46.2pp | 66.58%-49.6pp | 31.67%-14.7pp |
| Employer contribution / active EE | $4,008 | $3,054+31.3% | $4,554-12.0% | $2,019+98.6% |
| Participant deferral / active EE | $8,188 | $5,932+38.0% | $7,897+3.7% | $3,358+143.8% |
| Admin fee / account holder | $246 | $3,313-92.6% | $13,129-98.1% | $3,203-92.3% |