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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,747 | $82,664+140.4% | $125,339+58.6% | $68,494+190.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.12% | -5.97%-10.1pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,374 | $3,381+58.9% | $4,814+11.6% | $2,596+107.0% |
| Participant deferral / active EE | $5,621 | $6,110-8.0% | $7,446-24.5% | $4,027+39.6% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |