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 | $26,234 |
GARDE CAPITAL4 years Service code 26 · EIN 27-0321092 | Advisory (Participants) | $14,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,449 | $72,607-58.1% | $90,749-66.4% | $66,914-54.5% |
| Participation rate | 96.1% | 73.7%+22.4pp | 75.7%+20.4pp | 69.8%+26.3pp |
| Annual return | -17.45% | -12.28%-5.2pp | -12.16%-5.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,398 | $2,369+43.5% | $2,921+16.3% | $2,544+33.6% |
| Participant deferral / active EE | $4,654 | $3,977+17.0% | $4,564+2.0% | $4,237+9.8% |
| Admin fee / account holder | $285 | $707-59.8% | $8,445-96.6% | $593-52.0% |