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 36-4291971 | Advisory (Plan) | $32,432 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,896 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,576 | $80,724+69.2% | $103,333+32.2% | $74,495+83.3% |
| Participation rate | 93.7% | 65.7%+28.0pp | 74.5%+19.2pp | 67.2%+26.5pp |
| Annual return | 14.84% | 27.56%-12.7pp | 24.88%-10.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,546 | $3,157-19.4% | $3,868-34.2% | $2,623-3.0% |
| Participant deferral / active EE | $9,452 | $3,860+144.9% | $5,057+86.9% | $4,346+117.5% |
| Admin fee / account holder | $197 | $2,368-91.7% | $8,355-97.6% | $1,942-89.8% |