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) | $5,322 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,176 | $86,655-79.0% | $119,609-84.8% | $66,914-72.8% |
| Participation rate | 84.0% | 75.6%+8.4pp | 79.3%+4.7pp | 69.8%+14.2pp |
| Annual return | -6.29% | -8.00%+1.7pp | -14.97%+8.7pp | 1.58%-7.9pp |
| Employer contribution / active EE | $3,624 | $2,536+42.9% | $4,232-14.4% | $2,544+42.4% |
| Participant deferral / active EE | $7,123 | $4,358+63.4% | $5,602+27.1% | $4,237+68.1% |
| Admin fee / account holder | $30 | $755-96.0% | $10,323-99.7% | $593-94.9% |