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 50 · EIN 04-2647786 | Direct Payment | $775 |
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 | $371,054 | $64,871+472.0% | $129,110+187.4% | $66,914+454.5% |
| Participation rate | 96.1% | 74.0%+22.1pp | 77.3%+18.8pp | 69.8%+26.3pp |
| Annual return | -16.00% | -12.21%-3.8pp | -10.94%-5.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $14,469 | $3,741+286.7% | $5,052+186.4% | $2,544+468.7% |
| Participant deferral / active EE | $17,396 | $5,090+241.8% | $6,542+165.9% | $4,237+310.6% |
| Admin fee / account holder | $5 | $629-99.2% | $14,302-100.0% | $593-99.2% |