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 19 · EIN 51-0396365 | Securities Custodian | $45,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,077 | $70,083-42.8% | $59,878-33.1% | $55,725-28.1% |
| Participation rate | 97.6% | 78.4%+19.2pp | 74.7%+22.9pp | 70.9%+26.7pp |
| Annual return | -2.49% | 3.13%-5.6pp | 3.46%-5.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,308 | $2,878-19.8% | $2,722-15.2% | $2,078+11.1% |
| Participant deferral / active EE | $2,213 | $3,079-28.1% | $3,402-34.9% | $3,356-34.0% |
| Admin fee / account holder | $112 | $70+59.5% | $3,590-96.9% | $115-2.6% |