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 |
|---|---|---|
1547 FAIRWOOD DRIVE1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $40,974 |
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 | $44,410 | $69,763-36.3% | $67,502-34.2% | $74,495-40.4% |
| Participation rate | 97.6% | 71.4%+26.2pp | 72.9%+24.7pp | 67.2%+30.4pp |
| Annual return | 2.46% | -40.34%+42.8pp | 3512.12%-3509.7pp | 1364.94%-1362.5pp |
| Employer contribution / active EE | $2,801 | $2,704+3.6% | $2,731+2.6% | $2,623+6.8% |
| Participant deferral / active EE | $1,310 | $3,636-64.0% | $4,000-67.3% | $4,346-69.9% |
| Admin fee / account holder | $163 | $896-81.8% | $3,998-95.9% | $1,942-91.6% |