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 26 · EIN 71-0294708 | Advisory (Participants) | $62,880 |
Service code 99 · EIN 61-1758632 | Other Fees | $25,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,775 | $50,458-45.0% | $159,960-82.6% | $64,808-57.1% |
| Participation rate | 97.0% | 68.0%+29.0pp | 78.0%+19.1pp | 71.5%+25.6pp |
| Annual return | -16.86% | -13.42%-3.4pp | 408.60%-425.5pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,534 | $1,722+47.1% | $4,226-40.0% | $2,506+1.1% |
| Participant deferral / active EE | $2,142 | $4,004-46.5% | $6,182-65.4% | $4,310-50.3% |
| Admin fee / account holder | $164 | $706-76.8% | $8,698-98.1% | $188-12.7% |