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 |
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 | $221,747 | $93,571+137.0% | $135,903+63.2% | $75,163+195.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.91% | 30.90%-20.0pp | 68.23%-57.3pp | 160.62%-149.7pp |
| Employer contribution / active EE | $6,032 | $3,537+70.6% | $4,856+24.2% | $2,670+126.0% |
| Participant deferral / active EE | $6,372 | $6,404-0.5% | $7,758-17.9% | $4,125+54.5% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |