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 | $60,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,218 | $95,542-50.6% | $69,455-32.0% | $67,579-30.1% |
| Participation rate | 97.0% | 79.4%+17.7pp | 74.6%+22.4pp | 71.3%+25.8pp |
| Annual return | 20.83% | 17.67%+3.2pp | 28.97%-8.1pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,536 | $2,989-15.2% | $2,779-8.8% | $2,148+18.1% |
| Participant deferral / active EE | $2,565 | $3,263-21.4% | $3,535-27.4% | $3,539-27.5% |
| Admin fee / account holder | $142 | $90+58.0% | $3,839-96.3% | $142-0.2% |