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 84-2942542 | Advisory (Plan) | $9,647 |
Service code 19 · EIN 25-1409618 | Securities Custodian | $5,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,101 | $91,407+164.9% | $135,903+78.1% | $71,457+238.8% |
| Participation rate | 92.5% | 75.7%+16.8pp | 81.9%+10.6pp | 67.9%+24.6pp |
| Annual return | 21.98% | 29.90%-7.9pp | 68.23%-46.3pp | 28.85%-6.9pp |
| Employer contribution / active EE | $8,344 | $3,703+125.3% | $4,856+71.8% | $2,588+222.5% |
| Participant deferral / active EE | $12,396 | $7,092+74.8% | $7,758+59.8% | $4,289+189.0% |
| Admin fee / account holder | $122 | $1,266-90.4% | $10,762-98.9% | $1,587-92.3% |