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 |
|---|---|---|
POLSINELLI1 year Service code 29 · EIN 43-1064260 | Legal | $910 |
FID INV INST OPS CO5 years Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,332 | $123,077-59.1% | $116,228-56.7% | $102,872-51.1% |
| Participation rate | 96.9% | 87.0%+9.9pp | 74.6%+22.4pp | 73.0%+23.9pp |
| Annual return | 14.78% | 15.84%-1.1pp | 90.06%-75.3pp | 19.06%-4.3pp |
| Employer contribution / active EE | $2,762 | $4,380-36.9% | $2,994-7.8% | $3,526-21.7% |
| Participant deferral / active EE | $3,635 | $6,746-46.1% | $4,953-26.6% | $5,535-34.3% |
| Admin fee / account holder | $1 | $115-99.1% | $11,989-100.0% | $292-99.6% |