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 | Sales loads (front end and deferred);... | $4,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,601 | $66,528+73.8% | $86,874+33.1% | $86,799+33.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 12.21% | 19.56%-7.3pp | 63.52%-51.3pp | 97.91%-85.7pp |
| Employer contribution / active EE | $5,913 | $2,007+194.6% | $2,495+137.0% | $2,405+145.8% |
| Participant deferral / active EE | $6,540 | $3,240+101.9% | $3,699+76.8% | $4,131+58.3% |
| Admin fee / account holder | $10 | $148-93.2% | $5,828-99.8% | $170-94.0% |