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 16 · EIN 04-2647786 | Consulting | $6,584 |
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 | $253,927 | $84,936+199.0% | $111,297+128.2% | $79,386+219.9% |
| Participation rate | 97.0% | 75.9%+21.1pp | 77.3%+19.7pp | 70.7%+26.3pp |
| Annual return | 15.60% | 17.45%-1.9pp | 54.65%-39.0pp | 116.85%-101.2pp |
| Employer contribution / active EE | $2,933 | $1,979+48.2% | $2,731+7.4% | $2,427+20.8% |
| Participant deferral / active EE | $8,021 | $3,888+106.3% | $4,487+78.7% | $4,046+98.3% |
| Admin fee / account holder | $25 | $537-95.4% | $7,964-99.7% | $626-96.0% |