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) | $17,849 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,997 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,034 | $60,323-28.7% | $81,812-47.4% | $74,495-42.2% |
| Participation rate | 73.6% | 62.9%+10.8pp | 72.3%+1.3pp | 67.2%+6.4pp |
| Annual return | 10.50% | 16.90%-6.4pp | 773.79%-763.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,112 | $2,620-57.6% | $2,912-61.8% | $2,623-57.6% |
| Participant deferral / active EE | $3,528 | $3,387+4.2% | $4,319-18.3% | $4,346-18.8% |
| Admin fee / account holder | $235 | $1,486-84.2% | $7,386-96.8% | $1,942-87.9% |