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 | $31,500 |
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 | $32,295 | $50,199-35.7% | $70,092-53.9% | $66,914-51.7% |
| Participation rate | 98.1% | 66.3%+31.8pp | 70.5%+27.7pp | 69.8%+28.3pp |
| Annual return | -19.17% | -13.85%-5.3pp | 190.73%-209.9pp | 1.58%-20.8pp |
| Employer contribution / active EE | $857 | $1,864-54.0% | $2,559-66.5% | $2,544-66.3% |
| Participant deferral / active EE | $2,903 | $3,112-6.7% | $3,849-24.6% | $4,237-31.5% |
| Admin fee / account holder | $128 | $600-78.6% | $6,267-98.0% | $593-78.4% |