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 60 · EIN 04-2647786 | Sub-TA Fees | -$3,093 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $691,044 | $100,923+584.7% | $150,045+360.6% | $74,304+830.0% |
| Participation rate | 94.8% | 70.1%+24.7pp | 82.3%+12.5pp | 60.3%+34.4pp |
| Annual return | 14.20% | 51.77%-37.6pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $19,130 | $3,463+452.4% | $4,693+307.6% | $2,241+753.6% |
| Participant deferral / active EE | $14,886 | $6,709+121.9% | $7,997+86.1% | $3,767+295.2% |
| Admin fee / account holder | $18 | $2,767-99.3% | $13,435-99.9% | $2,969-99.4% |