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 26 · EIN 71-0294708 | Advisory (Participants) | $29,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,417 | $54,701-40.7% | $86,188-62.4% | $71,457-54.6% |
| Participation rate | 92.0% | 60.1%+31.9pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | 17.33% | 20.06%-2.7pp | 1168.45%-1151.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,587 | $1,265+25.5% | $2,380-33.3% | $2,588-38.7% |
| Participant deferral / active EE | $3,673 | $3,108+18.2% | $3,985-7.8% | $4,289-14.4% |
| Admin fee / account holder | $102 | $1,922-94.7% | $6,852-98.5% | $1,587-93.6% |