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 21 · EIN 66-0561870 | Bank Trustee | $33,523 |
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 | $41,010 | $59,584-31.2% | $86,874-52.8% | $79,386-48.3% |
| Participation rate | 98.1% | 67.7%+30.5pp | 71.6%+26.5pp | 70.7%+27.4pp |
| Annual return | 11.53% | 23.15%-11.6pp | 63.52%-52.0pp | 116.85%-105.3pp |
| Employer contribution / active EE | $749 | $1,768-57.7% | $2,495-70.0% | $2,427-69.2% |
| Participant deferral / active EE | $2,552 | $3,036-16.0% | $3,699-31.0% | $4,046-36.9% |
| Admin fee / account holder | $145 | $604-76.1% | $5,828-97.5% | $626-76.9% |