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 | $30,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,753 | $100,923+104.9% | $150,045+37.8% | $74,304+178.3% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.3%+14.2pp | 60.3%+36.2pp |
| Annual return | 17.58% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,587 | $3,463-25.3% | $4,693-44.9% | $2,241+15.4% |
| Participant deferral / active EE | $12,820 | $6,709+91.1% | $7,997+60.3% | $3,767+240.3% |
| Admin fee / account holder | $163 | $2,767-94.1% | $13,435-98.8% | $2,969-94.5% |