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 7-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) | $5,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,838 | $88,634-53.9% | $101,326-59.7% | $74,304-45.0% |
| Participation rate | 87.0% | 76.9%+10.2pp | 81.5%+5.5pp | 60.3%+26.7pp |
| Annual return | 24.32% | 33.10%-8.8pp | 36.82%-12.5pp | 29.43%-5.1pp |
| Employer contribution / active EE | $4,887 | $2,930+66.8% | $3,665+33.3% | $2,241+118.0% |
| Participant deferral / active EE | $9,024 | $7,322+23.2% | $7,994+12.9% | $3,767+139.5% |
| Admin fee / account holder | $50 | $2,425-97.9% | $11,185-99.6% | $2,969-98.3% |