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 | $430 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,925 | $80,968+232.1% | $96,544+178.6% | $75,163+257.8% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 20.25% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,653 | $2,282-27.6% | $2,965-44.3% | $2,670-38.1% |
| Participant deferral / active EE | $4,211 | $3,928+7.2% | $4,851-13.2% | $4,125+2.1% |
| Admin fee / account holder | $2 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |