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.
| Provider | Service type | Compensation |
|---|---|---|
GUSTO INVESTMENT SERVICES, LLC1+ years Service code 26 · EIN 32-0781448 | Advisory (Participants) | $6,142 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,482 | $88,634-56.6% | $101,326-62.0% | $74,304-48.2% |
| Participation rate | 92.6% | 76.9%+15.7pp | 81.5%+11.1pp | 60.3%+32.2pp |
| Annual return | 0.00% | 33.10%-33.1pp | 36.82%-36.8pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,039 | $7,322-17.5% | $7,994-24.5% | $3,767+60.3% |
| Admin fee / account holder | $50 | $2,425-97.9% | $11,185-99.5% | $2,969-98.3% |