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 6-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 27 · EIN 82-3706323 | Advisory (Plan) | $21,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,903 | $84,556-9.1% | $116,228-33.8% | $74,304+3.5% |
| Participation rate | 97.6% | 66.0%+31.6pp | 74.6%+23.1pp | 60.3%+37.3pp |
| Annual return | 31.13% | 18.35%+12.8pp | 90.06%-58.9pp | 29.43%+1.7pp |
| Employer contribution / active EE | $9,089 | $2,168+319.3% | $2,994+203.5% | $2,241+305.6% |
| Participant deferral / active EE | $13,558 | $3,814+255.4% | $4,953+173.7% | $3,767+259.9% |
| Admin fee / account holder | $130 | $3,792-96.6% | $11,989-98.9% | $2,969-95.6% |