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 | $525 |
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 | $324,241 | $104,475+210.4% | $159,436+103.4% | $79,386+308.4% |
| Participation rate | 92.3% | 76.6%+15.7pp | 82.8%+9.5pp | 70.7%+21.6pp |
| Annual return | 17.53% | 67.95%-50.4pp | 263.57%-246.0pp | 116.85%-99.3pp |
| Employer contribution / active EE | $7,636 | $3,417+123.5% | $4,829+58.1% | $2,427+214.6% |
| Participant deferral / active EE | $9,986 | $6,467+54.4% | $7,352+35.8% | $4,046+146.8% |
| Admin fee / account holder | $4 | $711-99.5% | $10,799-100.0% | $626-99.4% |