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 6-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 | $3,653 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,544 | $93,131-85.5% | $106,548-87.3% | $86,799-84.4% |
| Participation rate | 86.5% | 81.4%+5.1pp | 76.1%+10.4pp | 72.3%+14.2pp |
| Annual return | 12.92% | 19.45%-6.5pp | 26.80%-13.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $2,744 | $2,895-5.2% | $2,819-2.7% | $2,405+14.1% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $19 | $145-86.6% | $7,407-99.7% | $170-88.6% |