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 27 · EIN 82-1443118 | Advisory (Plan) | $15,245 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,003 | $58,264-29.6% | $86,612-52.7% | $71,457-42.6% |
| Participation rate | 81.0% | 65.0%+16.0pp | 71.7%+9.3pp | 67.9%+13.1pp |
| Annual return | 16.38% | 21.63%-5.2pp | 591.07%-574.7pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,058 | $2,574-58.9% | $3,022-65.0% | $2,588-59.1% |
| Participant deferral / active EE | $3,198 | $3,436-6.9% | $4,438-27.9% | $4,289-25.4% |
| Admin fee / account holder | $210 | $1,057-80.1% | $5,614-96.3% | $1,587-86.7% |