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 | $256 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,634 | $130,194+167.8% | $169,993+105.1% | $71,457+387.9% |
| Participation rate | 94.5% | 86.1%+8.4pp | 87.0%+7.5pp | 67.9%+26.6pp |
| Annual return | 33.72% | 20.37%+13.4pp | 53.37%-19.7pp | 28.85%+4.9pp |
| Employer contribution / active EE | $16,253 | $4,381+271.0% | $6,785+139.5% | $2,588+528.1% |
| Participant deferral / active EE | $13,215 | $6,923+90.9% | $10,408+27.0% | $4,289+208.1% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |