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; Distribut... | $6,355 |
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 | $139,988 | $66,457+110.6% | $81,382+72.0% | $77,643+80.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 10.54% | 15.93%-5.4pp | 24.73%-14.2pp | 31.24%-20.7pp |
| Employer contribution / active EE | $6,627 | $2,159+206.9% | $2,463+169.1% | $2,726+143.1% |
| Participant deferral / active EE | $6,880 | $3,679+87.0% | $3,883+77.2% | $4,647+48.1% |
| Admin fee / account holder | $17 | $583-97.1% | $5,768-99.7% | $430-96.1% |