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 99 · EIN 47-1411118 | Other Fees | $18,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,133 | $81,248-40.8% | $155,509-69.0% | $80,856-40.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.72% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,057 | $3,100+30.9% | $4,672-13.2% | $2,755+47.3% |
| Participant deferral / active EE | $6,165 | $3,452+78.6% | $5,626+9.6% | $4,296+43.5% |
| Admin fee / account holder | $119 | $7,997-98.5% | $15,912-99.2% | $6,918-98.3% |