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 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,400 | $84,487+61.4% | $125,339+8.8% | $66,914+103.8% |
| Participation rate | 77.0% | 76.4%+0.6pp | 82.4%-5.4pp | 69.8%+7.2pp |
| Annual return | -14.47% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $444 | $3,553-87.5% | $4,814-90.8% | $2,544-82.5% |
| Participant deferral / active EE | $11,997 | $6,781+76.9% | $7,446+61.1% | $4,237+183.2% |
| Admin fee / account holder | $17 | $685-97.6% | $10,010-99.8% | $593-97.2% |