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 | $90,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,100 | $79,124-41.7% | $60,874-24.3% | $64,808-28.9% |
| Participation rate | 83.5% | 77.7%+5.8pp | 73.1%+10.4pp | 71.5%+12.0pp |
| Annual return | -13.25% | -7.13%-6.1pp | 16.90%-30.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,366 | $3,050-22.4% | $2,701-12.4% | $2,506-5.6% |
| Participant deferral / active EE | $2,248 | $3,725-39.7% | $3,817-41.1% | $4,310-47.9% |
| Admin fee / account holder | $181 | $106+70.9% | $3,224-94.4% | $188-3.8% |