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) | $25,079 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,048 | $101,317+163.6% | $146,958+81.7% | $74,495+258.5% |
| Participation rate | 95.3% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 15.07% | 8730.91%-8715.8pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $9,672 | $3,810+153.8% | $4,933+96.1% | $2,623+268.7% |
| Participant deferral / active EE | $13,025 | $7,303+78.3% | $8,070+61.4% | $4,346+199.7% |
| Admin fee / account holder | $197 | $1,739-88.7% | $12,998-98.5% | $1,942-89.9% |