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 | $87,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,258 | $83,884-40.1% | $64,056-21.5% | $74,419-32.5% |
| Participation rate | 96.6% | 76.6%+20.0pp | 72.3%+24.3pp | 70.7%+25.9pp |
| Annual return | 15.74% | 16.57%-0.8pp | 33.69%-17.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $2,551 | $3,084-17.3% | $2,747-7.1% | $2,637-3.3% |
| Participant deferral / active EE | $2,492 | $3,692-32.5% | $3,880-35.8% | $4,528-45.0% |
| Admin fee / account holder | $165 | $196-16.0% | $3,068-94.6% | $348-52.6% |