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 | $725 |
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 | $333,052 | $101,317+228.7% | $146,958+126.6% | $74,495+347.1% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 14.93% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $8,492 | $3,810+122.9% | $4,933+72.1% | $2,623+223.7% |
| Participant deferral / active EE | $10,865 | $7,303+48.8% | $8,070+34.6% | $4,346+150.0% |
| Admin fee / account holder | $4 | $1,739-99.8% | $12,998-100.0% | $1,942-99.8% |