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 |
|---|---|---|
TRUTINA FINANCIAL1 year Filed as: TRUTINA Service code 17 · EIN 47-0995939 | Pension Consulting | $9,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,119 | $84,487-19.4% | $125,339-45.7% | $66,914+1.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 8.93% | -8.39%+17.3pp | 572.05%-563.1pp | 1.58%+7.4pp |
| Employer contribution / active EE | $4,532 | $3,553+27.5% | $4,814-5.9% | $2,544+78.1% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $89 | $685-87.1% | $10,010-99.1% | $593-85.0% |