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 | $2,332 |
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 | $171,226 | $122,239+40.1% | $184,203-7.0% | $74,495+129.8% |
| Participation rate | 85.0% | 85.5%-0.4pp | 86.8%-1.8pp | 67.2%+17.8pp |
| Annual return | 17.97% | 19.95%-2.0pp | 28.81%-10.8pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,456 | $7,139+116.5% | $9,131+69.3% | $4,346+255.6% |
| Admin fee / account holder | $17 | $1,260-98.6% | $13,901-99.9% | $1,942-99.1% |