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 | $7,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,011 | $104,475-43.5% | $159,436-63.0% | $79,386-25.7% |
| Participation rate | 96.7% | 76.6%+20.0pp | 82.8%+13.8pp | 70.7%+26.0pp |
| Annual return | 16.69% | 67.95%-51.3pp | 263.57%-246.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,220 | $3,417-64.3% | $4,829-74.7% | $2,427-49.7% |
| Participant deferral / active EE | $7,339 | $6,467+13.5% | $7,352-0.2% | $4,046+81.4% |
| Admin fee / account holder | $35 | $711-95.0% | $10,799-99.7% | $626-94.3% |