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 9-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) | $8,545 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,008 | $88,634-63.9% | $101,326-68.4% | $74,304-56.9% |
| Participation rate | 94.8% | 76.9%+18.0pp | 81.5%+13.3pp | 60.3%+34.5pp |
| Annual return | 22.98% | 33.10%-10.1pp | 36.82%-13.8pp | 29.43%-6.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,167 | $7,322-2.1% | $7,994-10.3% | $3,767+90.2% |
| Admin fee / account holder | $51 | $2,425-97.9% | $11,185-99.5% | $2,969-98.3% |