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 | $5,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,423 | $91,407-24.1% | $135,903-48.9% | $71,457-2.8% |
| Participation rate | 97.3% | 75.7%+21.6pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 25.29% | 29.90%-4.6pp | 68.23%-42.9pp | 28.85%-3.6pp |
| Employer contribution / active EE | $2,699 | $3,703-27.1% | $4,856-44.4% | $2,588+4.3% |
| Participant deferral / active EE | $9,556 | $7,092+34.7% | $7,758+23.2% | $4,289+122.8% |
| Admin fee / account holder | $34 | $1,266-97.3% | $10,762-99.7% | $1,587-97.9% |