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 | $100,923+33.0% | $150,045-10.5% | $74,304+80.7% |
| Participation rate | 98.8% | 70.1%+28.7pp | 82.3%+16.5pp | 60.3%+38.4pp |
| Annual return | 16.99% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $4,008 | $3,463+15.7% | $4,693-14.6% | $2,241+78.9% |
| Participant deferral / active EE | $8,188 | $6,709+22.0% | $7,997+2.4% | $3,767+117.3% |
| Admin fee / account holder | $246 | $2,767-91.1% | $13,435-98.2% | $2,969-91.7% |