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 FINANCIAL2 years Filed as: TRUTINA Service code 17 · EIN 47-0995939 | Pension Consulting | $14,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,983 | $91,407+1.7% | $135,903-31.6% | $71,457+30.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 36.95% | 29.90%+7.1pp | 68.23%-31.3pp | 28.85%+8.1pp |
| Employer contribution / active EE | $8,348 | $3,703+125.4% | $4,856+71.9% | $2,588+222.6% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $107 | $1,266-91.6% | $10,762-99.0% | $1,587-93.3% |