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 6-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 32-0781448 | Advisory (Participants) | $6,664 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,739 | $96,484-61.9% | $156,263-76.5% | $74,304-50.6% |
| Participation rate | 99.2% | 67.7%+31.6pp | 78.9%+20.3pp | 60.3%+38.9pp |
| Annual return | 30.36% | 17.73%+12.6pp | 59.47%-29.1pp | 29.43%+0.9pp |
| Employer contribution / active EE | $4,779 | $2,528+89.0% | $4,333+10.3% | $2,241+113.2% |
| Participant deferral / active EE | $8,876 | $4,286+107.1% | $6,158+44.1% | $3,767+135.6% |
| Admin fee / account holder | $47 | $3,728-98.7% | $14,255-99.7% | $2,969-98.4% |