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 10-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) | $32 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,723 | $64,119-81.7% | $112,228-89.6% | $66,914-82.5% |
| Participation rate | 85.0% | 68.5%+16.5pp | 75.1%+9.9pp | 69.8%+15.2pp |
| Annual return | -21.26% | -13.81%-7.5pp | 27.45%-48.7pp | 1.58%-22.8pp |
| Employer contribution / active EE | $2,533 | $3,005-15.7% | $3,635-30.3% | $2,544-0.4% |
| Participant deferral / active EE | $4,846 | $3,693+31.2% | $4,728+2.5% | $4,237+14.4% |
| Admin fee / account holder | $43 | $625-93.2% | $6,410-99.3% | $593-92.8% |