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 10 · EIN 91-1035498 | Accounting | $16,224 |
GARDE CAPITAL3 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $12,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,516 | $79,428-57.8% | $106,548-68.5% | $79,386-57.8% |
| Participation rate | 92.7% | 74.1%+18.6pp | 76.1%+16.6pp | 70.7%+22.0pp |
| Annual return | 14.78% | 18.27%-3.5pp | 26.80%-12.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,958 | $2,234+32.4% | $2,819+4.9% | $2,427+21.9% |
| Participant deferral / active EE | $4,185 | $3,823+9.5% | $4,398-4.8% | $4,046+3.4% |
| Admin fee / account holder | $213 | $523-59.3% | $7,407-97.1% | $626-66.0% |