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) | $2,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,220 | $65,435-38.5% | $86,677-53.6% | $66,914-39.9% |
| Participation rate | 84.2% | 75.5%+8.7pp | 76.6%+7.6pp | 69.8%+14.4pp |
| Annual return | -14.83% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,779 | $2,153-17.4% | $2,836-37.3% | $2,544-30.1% |
| Participant deferral / active EE | $4,594 | $4,100+12.0% | $4,656-1.3% | $4,237+8.4% |
| Admin fee / account holder | $15 | $642-97.6% | $7,493-99.8% | $593-97.4% |