Filed March 14, 2024
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 9-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) | $9,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,133 | $91,407-52.8% | $135,903-68.3% | $71,457-39.6% |
| Participation rate | 98.6% | 75.7%+22.9pp | 81.9%+16.6pp | 67.9%+30.6pp |
| Annual return | 18.86% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,866 | $3,703-49.6% | $4,856-61.6% | $2,588-27.9% |
| Participant deferral / active EE | $7,677 | $7,092+8.2% | $7,758-1.0% | $4,289+79.0% |
| Admin fee / account holder | $53 | $1,266-95.8% | $10,762-99.5% | $1,587-96.6% |