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 43-1451524 | Advisory (Plan) | $23,687 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,209 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,689 | $49,451+36.9% | $79,550-14.9% | $66,914+1.2% |
| Participation rate | 95.3% | 61.3%+34.0pp | 69.5%+25.8pp | 69.8%+25.5pp |
| Annual return | -16.23% | 84.25%-100.5pp | 0.16%-16.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,337 | $1,266+84.6% | $2,413-3.2% | $2,544-8.2% |
| Participant deferral / active EE | $4,088 | $3,159+29.4% | $3,985+2.6% | $4,237-3.5% |
| Admin fee / account holder | $280 | $595-52.9% | $6,832-95.9% | $593-52.8% |