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 | $24,622 |
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 | $152,511 | $137,414+11.0% | $189,513-19.5% | $85,850+77.6% |
| Participation rate | 83.5% | 84.6%-1.1pp | 87.8%-4.3pp | 69.3%+14.2pp |
| Annual return | 19.09% | 38.14%-19.1pp | 555.15%-536.1pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,057 | $4,344-75.7% | $6,162-82.8% | $2,565-58.8% |
| Participant deferral / active EE | $12,363 | $6,260+97.5% | $8,221+50.4% | $3,952+212.9% |
| Admin fee / account holder | $205 | $8,630-97.6% | $12,045-98.3% | $6,260-96.7% |