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 | $15,370 |
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 | $151,335 | $130,194+16.2% | $169,993-11.0% | $71,457+111.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 87.0%-7.0pp | 67.9%+12.1pp |
| Annual return | 17.33% | 20.37%-3.0pp | 53.37%-36.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $14,229 | $6,923+105.5% | $10,408+36.7% | $4,289+231.8% |
| Admin fee / account holder | $76 | $966-92.1% | $12,815-99.4% | $1,587-95.2% |