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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 33-0791039 | Advisory (Participants) | $23,311 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,244 | $55,415-70.7% | $155,509-89.6% | $74,495-78.2% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 10.51% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,448 | $2,267+8.0% | $4,672-47.6% | $2,623-6.7% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $122 | $1,738-93.0% | $15,912-99.2% | $1,942-93.7% |