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 | $10,672 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $8,561 |
Annual investment return 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 | $87,132 | $99,078-12.1% | $96,544-9.7% | $74,419+17.1% |
| Participation rate | 94.6% | 80.7%+13.9pp | 76.0%+18.6pp | 70.7%+23.8pp |
| Annual return | 11.03% | 22.48%-11.5pp | 25.84%-14.8pp | 34.38%-23.4pp |
| Employer contribution / active EE | $3,498 | $2,570+36.1% | $2,965+18.0% | $2,637+32.6% |
| Participant deferral / active EE | $6,366 | $4,933+29.0% | $4,851+31.2% | $4,528+40.6% |
| Admin fee / account holder | $36 | $225-84.1% | $8,252-99.6% | $348-89.8% |