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 3-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) | $6,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,664 | $95,274-37.4% | $135,903-56.1% | $74,419-19.8% |
| Participation rate | 83.5% | 78.2%+5.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 0.00% | 32.77%-32.8pp | 68.23%-68.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $5,923 | $3,874+52.9% | $4,856+22.0% | $2,637+124.6% |
| Participant deferral / active EE | $13,491 | $7,782+73.4% | $7,758+73.9% | $4,528+197.9% |
| Admin fee / account holder | $26 | $266-90.2% | $10,762-99.8% | $348-92.5% |