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 6-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 26 · EIN 71-0294708 | Advisory (Participants) | $18,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,904 | $86,897-26.5% | $151,611-57.9% | $64,808-1.4% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.5%+11.2pp | 71.5%+27.2pp |
| Annual return | -15.59% | -3.57%-12.0pp | 3.33%-18.9pp | 32.82%-48.4pp |
| Employer contribution / active EE | $3,139 | $4,010-21.7% | $6,166-49.1% | $2,506+25.3% |
| Participant deferral / active EE | $5,672 | $6,690-15.2% | $8,363-32.2% | $4,310+31.6% |
| Admin fee / account holder | $45 | $153-70.5% | $11,616-99.6% | $188-75.9% |