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 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,243 | $102,317+158.3% | $146,958+79.8% | $80,856+226.8% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 23.25% | 134.76%-111.5pp | 418.34%-395.1pp | 35.59%-12.3pp |
| Employer contribution / active EE | $5,727 | $3,713+54.2% | $4,933+16.1% | $2,755+107.9% |
| Participant deferral / active EE | $6,398 | $6,644-3.7% | $8,070-20.7% | $4,296+48.9% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |