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 | $104 |
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 | $408,138 | $122,239+233.9% | $184,203+121.6% | $74,495+447.9% |
| Participation rate | 97.3% | 85.5%+11.8pp | 86.8%+10.4pp | 67.2%+30.1pp |
| Annual return | 35.17% | 19.95%+15.2pp | 28.81%+6.4pp | 1364.94%-1329.8pp |
| Employer contribution / active EE | $14,417 | $4,537+217.7% | $6,427+124.3% | $2,623+449.6% |
| Participant deferral / active EE | $11,932 | $7,139+67.1% | $9,131+30.7% | $4,346+174.6% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |