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) | $5,695 |
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 | $21,653 | $101,724-78.7% | $164,813-86.9% | $80,856-73.2% |
| Participation rate | 90.5% | 71.8%+18.6pp | 78.6%+11.9pp | 67.6%+22.8pp |
| Annual return | 11.35% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,861 | $2,953+30.7% | $4,341-11.1% | $2,755+40.2% |
| Participant deferral / active EE | $6,014 | $4,477+34.3% | $6,031-0.3% | $4,296+40.0% |
| Admin fee / account holder | $37 | $8,227-99.6% | $12,690-99.7% | $6,918-99.5% |