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 | $6,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,989 | $84,487-43.2% | $125,339-61.7% | $66,914-28.3% |
| Participation rate | 98.9% | 76.4%+22.5pp | 82.4%+16.5pp | 69.8%+29.1pp |
| Annual return | -16.70% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,801 | $3,553-21.1% | $4,814-41.8% | $2,544+10.1% |
| Participant deferral / active EE | $7,935 | $6,781+17.0% | $7,446+6.6% | $4,237+87.3% |
| Admin fee / account holder | $33 | $685-95.2% | $10,010-99.7% | $593-94.5% |