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 12 · EIN 83-3455979 | Direct payment from the plan; Partici... | $5,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,501 | $60,776+29.2% | $85,682-8.4% | $79,386-1.1% |
| Participation rate | 72.1% | 62.1%+10.0pp | 69.9%+2.3pp | 70.7%+1.4pp |
| Annual return | 15.11% | 16.57%-1.5pp | 21.49%-6.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,847 | $1,663+11.1% | $2,618-29.5% | $2,427-23.9% |
| Participant deferral / active EE | $2,766 | $2,919-5.2% | $3,923-29.5% | $4,046-31.6% |
| Admin fee / account holder | $60 | $438-86.2% | $6,873-99.1% | $626-90.4% |