Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $674 |
Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,326 | $45,343+17.6% | $150,298-64.5% | $67,986-21.6% |
| Participation rate | 99.5% | 51.9%+47.6pp | 77.8%+21.7pp | 57.2%+42.2pp |
| Annual return | 10.49% | 33.28%-22.8pp | 62.79%-52.3pp | 31.67%-21.2pp |
| Employer contribution / active EE | $13,736 | $1,462+839.6% | $4,154+230.7% | $2,019+580.4% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2 | $2,250-99.9% | $14,116-100.0% | $3,203-99.9% |