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 26 · EIN 71-0294708 | Advisory (Participants) | $27,241 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,856 | $43,133+8.6% | $89,391-47.6% | $73,488-36.2% |
| Participation rate | 97.9% | 55.0%+42.9pp | 68.0%+29.9pp | 70.7%+27.2pp |
| Annual return | 10.06% | 135.66%-125.6pp | 245.62%-235.6pp | 28.51%-18.5pp |
| Employer contribution / active EE | $735 | $1,438-48.9% | $2,586-71.6% | $2,270-67.6% |
| Participant deferral / active EE | $3,929 | $2,445+60.7% | $3,890+1.0% | $3,740+5.1% |
| Admin fee / account holder | $85 | $444-80.8% | $4,881-98.3% | $513-83.4% |