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 | $80,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,427 | $94,833-45.8% | $75,696-32.1% | $86,799-40.8% |
| Participation rate | 84.3% | 79.1%+5.2pp | 74.8%+9.5pp | 72.3%+12.0pp |
| Annual return | 14.73% | 16.91%-2.2pp | 104.53%-89.8pp | 97.91%-83.2pp |
| Employer contribution / active EE | $2,107 | $2,904-27.5% | $2,743-23.2% | $2,405-12.4% |
| Participant deferral / active EE | $2,029 | $3,632-44.1% | $3,821-46.9% | $4,131-50.9% |
| Admin fee / account holder | $165 | $109+52.4% | $3,619-95.4% | $170-2.4% |