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) | $8,172 |
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 | $21,600 | $91,538-76.4% | $129,995-83.4% | $75,163-71.3% |
| Participation rate | 76.6% | 71.4%+5.2pp | 78.5%-1.9pp | 67.2%+9.4pp |
| Annual return | 18.20% | -631.11%+649.3pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,925 | $2,845+73.1% | $4,320+14.0% | $2,670+84.5% |
| Participant deferral / active EE | $9,804 | $4,341+125.8% | $5,820+68.4% | $4,125+137.7% |
| Admin fee / account holder | $32 | $6,790-99.5% | $10,614-99.7% | $5,651-99.4% |