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 4-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 |
|---|---|---|
THE BREIT GROUP, LLC1 year Service code 99 · EIN 33-3322824 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,821 | $88,634-35.9% | $101,326-43.9% | $74,304-23.5% |
| Participation rate | 75.4% | 76.9%-1.4pp | 81.5%-6.1pp | 60.3%+15.1pp |
| Annual return | 19.57% | 33.10%-13.5pp | 36.82%-17.2pp | 29.43%-9.9pp |
| Employer contribution / active EE | $7,081 | $2,930+141.6% | $3,665+93.2% | $2,241+215.9% |
| Participant deferral / active EE | $10,374 | $7,322+41.7% | $7,994+29.8% | $3,767+175.4% |
| Admin fee / account holder | $124 | $2,425-94.9% | $11,185-98.9% | $2,969-95.8% |