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 8-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) | $3,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,201 | $84,936-33.8% | $111,297-49.5% | $79,386-29.2% |
| Participation rate | 89.6% | 75.9%+13.7pp | 77.3%+12.2pp | 70.7%+18.8pp |
| Annual return | 13.19% | 17.45%-4.3pp | 54.65%-41.5pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,720 | $1,979-13.1% | $2,731-37.0% | $2,427-29.2% |
| Participant deferral / active EE | $4,315 | $3,888+11.0% | $4,487-3.8% | $4,046+6.7% |
| Admin fee / account holder | $16 | $537-97.0% | $7,964-99.8% | $626-97.4% |