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 | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,256 | $112,623+15.7% | $106,213+22.6% | $199,593-34.7% |
| Participation rate | 47.5% | 86.2%-38.7pp | 75.3%-27.8pp | 72.0%-24.4pp |
| Annual return | 16.56% | 15.57%+1.0pp | 116.14%-99.6pp | 34.25%-17.7pp |
| Employer contribution / active EE | $1,887 | $4,575-58.8% | $3,171-40.5% | $3,034-37.8% |
| Participant deferral / active EE | $3,887 | $6,659-41.6% | $5,016-22.5% | $5,087-23.6% |
| Admin fee / account holder | $88 | $107-17.9% | $11,033-99.2% | $269-67.3% |