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 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $5,109 |
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 | $115,041 | $61,473+87.1% | $81,930+40.4% | $73,409+56.7% |
| Participation rate | 91.7% | 72.4%+19.3pp | 72.0%+19.7pp | 72.2%+19.5pp |
| Annual return | 6.99% | 28.26%-21.3pp | 29.49%-22.5pp | 59.29%-52.3pp |
| Employer contribution / active EE | $1,874 | $1,898-1.3% | $4,310-56.5% | $2,234-16.1% |
| Participant deferral / active EE | $6,279 | $3,080+103.9% | $7,107-11.6% | $3,805+65.0% |
| Admin fee / account holder | $13 | $125-90.0% | $5,158-99.8% | $158-92.0% |