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 | $575 |
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 | $265,467 | $84,487+214.2% | $125,339+111.8% | $66,914+296.7% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.6pp | 69.8%+22.1pp |
| Annual return | -16.39% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $8,534 | $3,553+140.2% | $4,814+77.3% | $2,544+235.4% |
| Participant deferral / active EE | $10,431 | $6,781+53.8% | $7,446+40.1% | $4,237+146.2% |
| Admin fee / account holder | $4 | $685-99.5% | $10,010-100.0% | $593-99.4% |