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 | $4,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,608 | $55,416-57.4% | $75,972-68.9% | $77,643-69.6% |
| Participation rate | 98.1% | 63.6%+34.5pp | 69.1%+29.0pp | 70.6%+27.5pp |
| Annual return | 16.25% | 17.07%-0.8pp | 359.55%-343.3pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,312 | $1,788-26.6% | $2,685-51.1% | $2,726-51.9% |
| Participant deferral / active EE | $2,030 | $3,447-41.1% | $4,255-52.3% | $4,647-56.3% |
| Admin fee / account holder | $13 | $414-96.7% | $6,467-99.8% | $430-96.9% |