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 | $113,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,264 | $78,275-9.0% | $109,143-34.7% | $86,799-17.9% |
| Participation rate | 98.3% | 73.8%+24.5pp | 75.9%+22.4pp | 72.3%+26.0pp |
| Annual return | 38.82% | 19.14%+19.7pp | 25.75%+13.1pp | 97.91%-59.1pp |
| Employer contribution / active EE | $4,804 | $3,105+54.7% | $3,722+29.1% | $2,405+99.7% |
| Participant deferral / active EE | $5,150 | $3,641+41.5% | $4,653+10.7% | $4,131+24.7% |
| Admin fee / account holder | $138 | $198-30.7% | $6,752-98.0% | $170-18.9% |