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) | $19,378 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,133 | $56,317-3.9% | $71,209-24.0% | $74,304-27.1% |
| Participation rate | 74.0% | 55.1%+18.9pp | 73.8%+0.2pp | 60.3%+13.6pp |
| Annual return | 18.14% | 42.83%-24.7pp | 282.51%-264.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $982 | $2,160-54.5% | $2,721-63.9% | $2,241-56.2% |
| Participant deferral / active EE | $3,919 | $2,788+40.6% | $4,175-6.1% | $3,767+4.0% |
| Admin fee / account holder | $263 | $2,290-88.5% | $5,349-95.1% | $2,969-91.1% |