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) | $2,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,048 | $76,050-38.1% | $96,544-51.3% | $71,457-34.2% |
| Participation rate | 91.3% | 74.4%+16.9pp | 76.0%+15.3pp | 67.9%+23.4pp |
| Annual return | 55.22% | 22.81%+32.4pp | 25.84%+29.4pp | 28.85%+26.4pp |
| Employer contribution / active EE | $1,739 | $2,244-22.5% | $2,965-41.4% | $2,588-32.8% |
| Participant deferral / active EE | $4,391 | $4,215+4.2% | $4,851-9.5% | $4,289+2.4% |
| Admin fee / account holder | $11 | $2,707-99.6% | $8,252-99.9% | $1,587-99.3% |