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 | $148,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,150 | $50,127-23.9% | $149,673-74.5% | $80,160-52.4% |
| Participation rate | 89.8% | 64.3%+25.5pp | 78.8%+11.0pp | 72.9%+16.9pp |
| Annual return | 18.51% | 29.82%-11.3pp | 134.42%-115.9pp | 40.38%-21.9pp |
| Employer contribution / active EE | $1,553 | $1,865-16.7% | $4,818-67.8% | $2,978-47.8% |
| Participant deferral / active EE | $4,350 | $3,194+36.2% | $5,680-23.4% | $5,017-13.3% |
| Admin fee / account holder | $46 | $153-70.0% | $13,210-99.7% | $145-68.4% |