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 27 · EIN 71-0294708 | Advisory (Plan) | $14,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,740 | $72,012-18.4% | $185,823-68.4% | $79,858-26.4% |
| Participation rate | 87.7% | 65.8%+21.9pp | 78.0%+9.6pp | 69.6%+18.0pp |
| Annual return | 13.24% | 23.12%-9.9pp | 35.95%-22.7pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,940 | $1,965+49.6% | $4,087-28.1% | $2,471+19.0% |
| Participant deferral / active EE | $7,258 | $3,779+92.1% | $5,632+28.9% | $3,740+94.1% |
| Admin fee / account holder | $133 | $4,513-97.1% | $9,500-98.6% | $5,306-97.5% |