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 5-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 32-0781448 | Advisory (Participants) | $7,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,618 | $55,371-37.5% | $95,585-63.8% | $74,304-53.4% |
| Participation rate | 85.9% | 53.8%+32.1pp | 72.1%+13.8pp | 60.3%+25.5pp |
| Annual return | 26.67% | 24.26%+2.4pp | 38.56%-11.9pp | 29.43%-2.8pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,460 | $2,955+220.1% | $4,023+135.2% | $3,767+151.1% |
| Admin fee / account holder | $49 | $2,620-98.1% | $6,127-99.2% | $2,969-98.3% |